As President Trump continues his sweeping tariff campaign, many have noted concerns around its potential impact on U.S. LNG...
China-U.S. Tariff Exchange Highlights Risks & Opportunities for U.S. LNG
As President Trump continues his sweeping tariff campaign, many have noted concerns around its potential impact on U.S. LNG...
Haynesville’s Edge: Fueling the Lower 48
The Haynesville Shale, one of the largest U.S. gas plays, is considered the marginal gas-directed basin and will be required to...
Gas vs. Coal: The Impact of Volatile Natural Gas Prices on Power
This Insight examines how volatile natural gas prices affect coal-to-gas and gas-to-coal switching and why that dynamic has been...
New Guyana FIDs May Still Happen in a Lower Oil Price Environment
This Insight discusses how recent oil-price weakness may not delay Guyana oil project FIDs, as ExxonMobil has made FID in this...
Impacts on U.S. Natural Gas Demand from Blue Hydrogen Projects
Utilizing data from BTU Analytics, this Insight explores incremental natural gas demand associated with new blue hydrogen...
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The Northeast’s Pipeline Graveyard Shows Signs of Life
Recent developments are breathing new life into the potential for Northeast gas pipelines, as companies seek to expand capacity...
Next Wave of LNG Projects Sees Tide Turn with New Administration
Several proposed LNG projects have made progress over the last few months largely due to a recent executive order and the removal...
Tariffs on Canadian Energy and Their Effects on Regional Markets
In this Insight, BTU Analytics explores the U.S.’ reliance on Canadian natural gas and what regions could be affected by the...
Alaska Set for Potential Change in Oil and Gas Future
President Trump recently signed Executive Order 14154 to ease regulations on oil and gas projects in Alaska, which could lead to...
U.S. Grids Target Higher-Voltage Transmission to Alleviate Congestion
Several ISOs are targeting higher-voltage transmission line buildout to meet rising load and combat congestion along existing...
Mexico Likely to Call on More U.S. Gas with Proposed Power Plants
Mexico has announced it plans to add up to 15 new natural gas power plants by 2030. However, this increase in demand will likely...
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