Dwivedi

Macquarie Sees Potential for Winter Volatility Despite Production Growth

Growing export demand and an increase in weather sensitivity could drive larger natural gas price swings this winter even as “unrelenting” production growth continues, according to Macquarie Group analyst Vikas Dwivedi.

September 11, 2018
LNG, Oil Make Analyzing North American NatGas A Global Undertaking, Say BP, Macquarie

LNG, Oil Make Analyzing North American NatGas A Global Undertaking, Say BP, Macquarie

Shaped by both liquefied natural gas (LNG) exports and crude oil production, the North American natural gas market is becoming increasingly globally interconnected — and more complex as a result.

June 14, 2017
With Supply Finally Leveling Off, Market ‘Looking Pretty Good If You’re A Bull,’ Macquarie Analyst Says

With Supply Finally Leveling Off, Market ‘Looking Pretty Good If You’re A Bull,’ Macquarie Analyst Says

The natural gas market is starting to feel downright bullish, if only because some of the bearish factors weighing down prices the last few years are starting to normalize, according to Macquarie Capital (USA) Global Oil & Gas Strategist Vikas Dwivedi.

September 19, 2016
Macquarie Strategist Sees Volatile Natural Gas Prices, With $1.50-$6.50/MMBtu Range Possible

Macquarie Strategist Sees Volatile Natural Gas Prices, With $1.50-$6.50/MMBtu Range Possible

Low oil prices could bolster a dry gas strategy, keeping liquids prices low and cutting into associated gas production, just as a raft of new petrochemical, methanol and other manufacturing projects that would increase gas demand are nearing operation.

April 14, 2016
Macquarie Strategist Sees Volatile Natural Gas Prices, With $1.50-$6.50/MMBtu Range Possible

Macquarie Strategist Sees Volatile Natural Gas Prices, With $1.50-$6.50/MMBtu Range Possible

Low oil prices could bolster a dry gas strategy, keeping liquids prices low and cutting into associated gas production, just as a raft of new petrochemical, methanol and other manufacturing projects that would increase gas demand are nearing operation.

April 14, 2016