Hi Colleague,
These are the energy market articles, data and reports that caught our attention over the last week and are likely to be of interest to you as well.
See You Next Week,
Mercatus Energy Advisors
Hedging & Risk Management
Mexico shifts oil hedging formula to new export realities
Mexico taps banks, oil major as it nears end of 2020 oil hedge
Crude Oil
The Permian Basin Is Facing Its Biggest Threat Yet
The United States now exports crude oil to more destinations than it imports from
Saudi Arabia’s Oil Productive Capacity: The Trade-Offs
Rosneft sells contaminated oil to Vitol at more than $25/bbl discount
Why crude tanker rates just fell (halfway) back to Earth
Natural Gas & LNG
End of Winter Gas Buying Raises Alarm LNG Rally Will Reverse
China adds incentives for domestic natural gas production as imports increase
Could We See $2 Gas in Europe in 2020?
Pipelines at the Forefront of Wild Natural Gas Forward Price Swings
US LNG feedgas climbs above 200 million cu m/d for first time
Natural Gas Exports To Mexico Swell, But Is a Tidal Wave Coming?
Refined Products, Alternative Fuels & Freight
New maritime emissions rule pushes up premium for cleaner fuel
Africa's Biggest Oil Producer Can't Beat Fuel-Imports Addiction
Marine fuel floating storage builds in Asia ahead of new shipping rules
Bunker industry faces $2-4 billion IMO 2020 credit squeeze
Natural Gas Liquids
Flex-feed crackers favouring LPG because of higher propylene
More Propane-Consuming PDH Plants Are on the Way
Power, Coal, Weather, Carbon & Renewables
Extreme Makeover: Power Plant Edition
Global energy consumption driven by more electricity in residential, commercial buildings
The Russians are coming for Asia and Europe's coal markets
Largest planned wind farm in US gets key federal approval
Miscellaneous
Sanctions, Shipping, and Oil Markets
Freefall in U.S. Oil, Gas Patch Picks Up Speed as 21 Rigs Exit
Frackers Float ‘Shale Bonds’ as Traditional Investors Flee
Manure, trash and wastewater: U.S. utilities get dirty in climate fight