Midstream Monitor

"We are poised for a rebound," the head of Hart Energy's Stratas Advisors said during a recent event in Midland, Texas. Also, California's Air Resource Board was poised to approve the nation's toughest methane emissions rules and hackers are forcing the industry up its cybersecurity game.
You’ve seen the footage from Standing Rock. You’ve heard the news reports. But do you really understand the legal dynamic that was at play during the months-long Dakota Access Pipeline standoff in North Dakota? Our podcast details lessons learned.
If you build it, the natural gas will flow. Problem is, getting infrastructure built, particularly to the Northeast, is not easy and delays threaten to curtail production growth in the U.S., panelists at CERAWeek by IHS Markit said. Sen. Dan Sullivan, R-Alaska, and Enbridge CEO Al Monaco echoed those concerns. Also, the latest IEA report predicts a tight oil market unless investment is increased.
Former Vice President Dick Cheney suggests that the U.S. use LNG exports to Baltic states to apply political pressure to Russian President Vladamir Putin. Also, Canadian midstream majors Enbridge and TransCanada are attracting investor attention and building up capital stockpiles; and the warm winter resulted in a first: injection of natural gas into storage in February.
The environmental movement has been more effective than the oil and gas industry in conveying its message to the general public. A NAPE panel explored the issue and discussed what the industry needs to do. Also, an S&P Global Platts analysts warned against adopting an overly optimistic outlook for 2017; the Midstream Connect video touches on ethane demand doubling and midstream companies ponder capex strategies for the year.
As many as six new ethane crackers could find a home in the Marcellus-Utica region, speculated panelists at Hart Energy's recent conference. Also, North America is enjoying a petrochemical manufacturing boom; transactions surrounding the Dakota Access Pipeline are now being completed; and KPMG's Regina Mayor comments on opportunities for the midstream in Mexico on the latest installment of the Political Sidetrack podcast.
East Daley's new "Dirty Little Secrets" report takes a granular approach to investing in the midstream sector. Also, the Dakota Access Pipeline gets the final go-ahead from the U.S. Army Corps of Engineers; new markets have emerged for Marcellus-Utica natural gas; and NGL prices are up but don't expect them to stay that way in the short term.
The funding is available for Marcellus and Utica pipeline projects, but will the public support these needed natural gas conduits? Also, the second installment of the Political Sidetrack podcast features an interview with Keith Coyle, Washington-based attorney and shareholder with Babst Calland; Spectra has big plans in the Northeast and the president's choice for the vacant seat on the Supreme Court has shown a leaning toward deregulation. 
The Marcellus-Utica region is rich with natural gas, but will the infrastructure be ready to take it to market? Alan Armstrong, president and CEO of The Williams Cos., expressed both doubt and optimism at the recent Marcellus-Utica Midstream Conference & Exhibition in Pittsburgh. Also, President Trump issued executive orders to revive two major pipeline projects; and the EIA expects natural gas prices to strengthen this year and next.
Are you smack dab in the middle of the intersection between energy and politics, not sure which direction either is going, or supposed to go? We hear you. Now hear this: a new podcast, Political Sidetrack, that will provide insight on where the industry stands in the corridors of power and what to expect. Also, Tillerson's hearing; "Pipeline Purgatory"; and can President Trump make NGL prices great again?