United States
Industry
BMI View: Valero Energy's investment in new rail capacity to increase its exposure to cheap North American crudes, including those produced in US unconventional shale plays and Canadian...
2013-03-11Industry
BMI View: The US State Department's recently-released draft environmental impact assessment of the Keystone XL pipeline has, ceteris paribus, increased the likelihood that the controversial...
2013-03-05Industry
BMI View: Sinopec's acquisition of Chesapeake's Mississippian Lime acreage brings the formation to the forefront of the unconventionals race in the United States, and validates our...
2013-02-26Industry
BMI View: We have long been highlighting the knock-on effects that the boom in US natural gas production is having on Mexico - namely that Mexican natural gas consumption is soaring...
2013-02-25Political Risk
BMI View: President Obama's decision to nominate Sally Jewell as the next Secretary of the Interior highlights the delicate balance his second-term administration will try to strike...
2013-02-07Industry
BMI View: US natural gas benchmark Henry Hub prices in 2013 are unlikely to average above the US$4/mnBTU price that would approach break-even prices necessary to incentivise production....
2013-01-28Industry
BMI View: Pieridae Energy's Goldboro LNG export facility would be the first on Canada's traditionally gas importing East Coast. With political and regulatory delays halting the advance...
2012-10-26Industry
BMI View: Technical analysis and market fundamentals are supportive of the case for a short term rise in the Henry Hub price, which has persistently traded near record lows in the wake...
2012-10-12



