ScottMadden, Inc., a top energy consulting firm, recently released the latest edition of their twice-per-year report called The Energy Industry Update. The current report, titled “Strange Brew: Adapting to Changing Fundamentals” (full copy below), offers insights into major events and emerging trends in the energy industry. This particular edition takes a close look at the natural gas industry–in particular how ever-increasing gas resources can find adequate infrastructure to make their way to market. We really like this report, for a couple of reasons. First, it gives you the wider context. Natural gas (and oil) doesn’t exist on its own. It is part of a complex tapestry of energy options and needs to be viewed that way. This report helps contextualize natural gas–helps you see the natgas puzzle piece in the larger energy puzzle. Second, we like the deep dive they do on natural gas. Not so long ago the estimates were that with shale gas in the U.S.–particularly in the Marcellus/Utica–we have a “100 year supply” of natural gas. Now? That number has risen to 140 years of supply. And it keeps growing. The report looks at rig counts and well productivity, pipelines that are (or will) move gas from the northeast to other markets, regulations and more. Take time to read it!…
