Pressured by sub-$2/MMBtu prices, many US producers have decided to cut spending on gas-directed drilling and completion activity and to scale back production in 2024. But there are signs of price improvement along the futures curve in late 2024 and thereafter, due in part to the arrival of new LNG facilities, giving operators reason for optimism.
In this episode, Jeremy Beaman, natural gas news editor, talks with Bryan Mcnamara and Imre Kugler, directors of upstream research about how natural gas producers are approaching a difficult price environment and what their plans are for 2024 and 2025.
Register for Global Power Markets
Amid ambitious expansion plans, India's steel production may face headwinds for raw material supply
Indonesia’s rice import surge, ban on Indian exports: what lies ahead for rice markets?
Does the UK need the North Sea for its energy future?
Red Sea crisis forces carriers and shippers to rethink strategies as cost of operation rises
Lithium producers pump brakes on North American projects amid low prices
Lower prices and uncertain demand: navigating choppy waves of wheat markets in 2024
Supply disruptions drive copper TC to three-year low; smelters may cut production
US power markets weather winter storms with more success
Brazil’s emergence as a dominant agriculture exporter
Asian aluminum, alumina markets mixed on demand expectations, cost pressures
Confidence returns to copper markets for now, outlook for 2024 still uncertain
Winter is coming, with little gas flowing from Russia...can the US meet Europe’s demand?
Buyers’ choice: Global oversupply of single-use plastics makes recycling uneconomical
El Niño spells dire straits for shippers at the Panama Canal
Summer slump: Global recycled polymer markets wait for western markets to find solid footing
Narrow margins are back for US gas, but will producers slow output?
How have early drought conditions impacted the US harvest?
Is a nickel still worth a dime? Unpacking nickel pricing mechanisms, a year on
It's a bumpy road ahead for North American electric reliability amid energy transition
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast