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The Daley Note 1/7/2021

The Daley Note 1/7/2021

  • All Eyes on Natural Gas in Asia: Global LNG markets and Asian LNG prices in particular have rallied this winter, reinforcing our view that U.S. LNG exports will gain pace in 2021 and remain a constructive driver for U.S. natural gas price and demand.
  • Back from the Deferred: In 1H2020 amidst volatility in commodity markets and uncertainty in the demand outlook, midstream companies canceled and/or deferred projects to preserve cash flow and to protect stakeholders.
  • North American Energy Indicators and Equity Prices
  • North American Natural Gas Prices
  • North American Crude Oil Prices
  • North American Natural Gas Liquids Prices