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
North American exposure to global gas markets trumps ample storage inventory at home
Face-to-face gas conference Gastech puts energy transition in focus
Europe's gas and power face a perfect storm as winter looms
When will global polyethylene markets return to normalcy?
Plastics markets braced for the long haul amid multiple logistical dilemmas
Tankers face the hangover from the party: International Seaways CEO
West Coast offshore wind to help California achieve clean energy goals
Massive energy transition challenge tops next German government’s in-tray
Increased risks of more intense weather events pose a challenge for energy infrastructure, markets
Elevated pricing, decarbonization test aluminum market's mettle
Mexico remains a destination for upstream investors despite government shift
Hydro Québec CEO spells out export plans, challenges of energy transition
Recycled metals vs recycled plastics: What will drive Asia closer to meeting its sustainability goals?
Red-hot container markets adopt unorthodox measures
Wildfire Carbon Reversal and the question of Permanence in Nature-Based Carbon Credits
Plastic vs. aluminum beverage containers: Which will win the global sustainability race?
Midstream investors to see if commercial pickup in natural gas, LNG translated to Q2 bottom line
Increased US refining demand stifling Americas tanker freight amid summer doldrums
Food, fuel and feed: How consumption patterns have affected prices
Cheniere looks to lead on ESG just as it does on US LNG
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
U.S Property Podcast
Aligned Money Show
Dubai Property Podcast
The Ramsey Show
The Clark Howard Podcast