<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=383903128744636&amp;ev=PageView&amp;noscript=1">

Get the Point is a semi-monthly trend report written by veteran energy experts and analysts including Jack Weixel, Luke Larsen, Charles Nevle, Warren Waite and more. In each report the authors  explore new trends in oil and gas supply, demand and prices and delve into the key drivers and outlooks for these trends. All of this trend analyses leverage proprietary OPIS PointLogic data, maps and other intelligence.

Get the Point Trend Reports

New England’s Winter Price Spikes Subdued by ISO-NE Rules and LNG Imports
March 6, 2019 | Warren Waite

In this issue of Get the Point, we look at New England’s gas supply, demand and price activity this winter and investigate the surprising lack of price spikes even during the periods of the coldest temperatures.
Read more »

Checking in on California Storage
February 13, 2019 | Callie Kolbe

In this issue of Get the Point, we look at how low beginning-winter inventory levels, a tighter regional market and ongoing maintenance events have created a perfect storm for a bullish environment in 2019.
Read more »

Going Deep Cover: Analyzing the Ability of Storage to Meet Systemic Demand Increases in the Winter
January 17, 2019 | Jack Weixel

This issue of "Get the Point" takes a deep dive on the ability of winter natural gas inventories to cover systemic demand increases during the winter withdrawal season.
Read more »

Road Work Ahead: The Midwest Employs Permanent Detours – Part 2
December 20, 2018 | Warren Waite

In this issue of Get the Point we provide an update on the impact Rover and NEXUS are having within Michigan and take and look at the overall supply sourcing needs at Dawn.
Read more »

The Rise of the Beast Slayer – Implications of Growing Associated Gas Production
December 5, 2018 | Charles Nevle

This issue of Get the Point explores the ramifications of growing associated gas production, primarily from the Permian Basin, on the ability to continue to rapidly grow Appalachian production. 
Read more »

Shifting Sands: How Midterm Election Results Could Affect Energy
November 14, 2018 | Kevin Adler

In this issue of "Get the Point," we consider the impact of the Nov. 6 midterm elections on federal energy and environmental policy.
Read more »

The Curse of the Austin Chalk
October 31, 2018 | Annalisa Kraft

For decades, the Austin Chalk was believed to harbor a curse, being  difficult to explore, quick to deplete and uneconomical. But in this Get The Point we try to discover if the curse has lifted yet on this relatively unheralded play.
Read more »

Financial Troubles of Key Power Companies Transforming PJM Region
October 18, 2018 | Barry Cassell

In this issue of Get the Point, we look at how bankruptcy cases for two major owners of power capacity in the PJM Interconnection are affecting investments in the future resource mix.
Read more »

Road Work Ahead: The Midwest Employs Permanent Detours
September 20, 2018 | Rishi Iyengar

The Midwest today is a battleground for gas supply from various sources in the lower 48 U.S., competing for market share and creating displacement pressure. In this edition of Get the Point, we will examine the specific impacts of a second wave of inflowing projects from the Appalachia on Midwest flows
Read more »

Special Report: US natural gas: A safe bet on supply?
August 16, 2018 | Anusha de Silva, Matthew Palmer, and Charles Nevle

Despite record US natural gas production in 2018, inventories remain stubbornly 20% below the average of the last five years. In the past, when inventories persisted at a significant deficit to the historic average, prices reacted by increasing significantly, but it hasn’t happened this year. In this white paper, OPIS PointLogic and IHS Markit explore the factors driving the US natural gas market as we head towards the winter 2018/19 heating season, which begins on November 1, 2018.
Read the whitepaper»

Low Inventories...Why Worry?
August 15, 2018 | Sadie Fulton 

The summer 2018 injection season is more than halfway over, and inventories continue to lag behind the five-year average despite Lower 48 production coming in 9.1 Bcf/d above the prior five-year average. In this issue of "Get the Point," we look at this unusual situation, and how supply, demand and inventory levels might play out in the upcoming winter season
Read more »

New Florida Power Projects Will Generate Additional Gas Demand
July 18, 2018 | Kevin Adler and Barry Cassell

This issue of "Get the Point" explores the impact of Florida being one of the busiest states in the nation for the next several years in building new natural gas power capacity.
Read more »

A Checkup on the Ethane Market
June 21, 2018 | Robert Applegate

In this issue of Get the Point, we look at changes in the ethane market, where pricing has diverged from historic relationships to crude.
Read more »

Waiter, Another Round - Infrastructure Projects Set to Propel Northeast Production
June 7, 2018 | Jack Weixel

This edition of Get the Point will provide an update on several pipeline projects that will be completed by the end of summer 2018 to move gas from the Northeast, and how these projects will alter market fundamentals.
Read more »

FERC Busts Midstream MLP Model
May 24, 2018 | Annalisa Kraft

FERC has busted the midstream MLP space wide open with its March 15 proposal to discontinue the income tax allowance on cost-of-service rates on MLPs holding natural gas pipelines. In this edition of Get the Point, we analyze why companies are buying up their MLPs and who's next.
Read more »

The Mighty Permian - Natural Gas Growing Pains

May 10, 2018 | By Warren Waite

In this edition of "Get the Point," we focus on stacking Permian natural gas production against OPIS PointLogic modeled gas outflows away from the Permian. New takeaway projects are in the works, but they can’t arrive soon enough as prices take a beating. How much tighter can the Permian gas market get?
Read more »

How California's Gas Future is Shaping Up
April 25, 2018 | By Kevin Adler & Barry Cassell

In this issue of Get the Point, OPIS PointLogic looks at the future of gas-fired power generation in California as the state aggressively moves towards decarbonization.
Read more »

Natural Gas Storage Levels Match 4 Years Ago, But Market Differences Are Vast
April 11, 2018 | By Kevin Adler & Callie Kolbe

In the last weeks of March 2018, Lower 48 U.S. gas inventories reached low points not seen since May 2014 -- but under very different market conditions. "Get the Point" explores the differences that have emerged in four years.
Read more »

As U.S.-Mexico Gas Flows Rise, So Does Clarity on Future
March 28, 2018 | By Warren Waite & Kevin Adler

U.S. exports to Mexico are rising, and in this issue of "Get the Point," we investigate which producing regions and which pipelines are delivering most of the supply.
Read more »

The Mighty Permian - Growth and Potential Constraints in 2018-19
March 14, 2018 | By Rishi Iyengar

In this issue of Get the Point, we take a closer look at the factors that could limit the pace of Permian gas production growth and evaluate operator expectations for 2018. 
Read more »

Downsized: The Incredible True Story of Shrinking Texas Production, Part 2
February 28, 2018 | By Charles Nevle

In this issue of Get the Point, we will discuss the implications of various shrink factors within the state of Texas and finally discuss how shrink in the Permian impacts assumed available pipeline takeaway capacity out of the region.
Read more »

Downsized: The Incredible True Story of Shrinking Texas Production, Part 1
February 7, 2018 | By Charles Nevle

In this issue of Get the Point, the first of a two-part series, we delve into the trends in the relationship between wellhead and dry gas volumes focusing on Texas, the biggest regional driver in production trend changes. In Part 2, we will drill down into the implications of those trends on the implied dry production from the all-important Permian basin, and, ultimately, on the impact on pipeline constraints on takeaway capacity from the Permian.
Read more »

Saved by Warm Weather, But Not In the Clear Yet: A Look at the California Gas Storage Market
January 24, 2018 | By Callie Kolbe

In this issue of Get the Point, we look at how a warm winter in California has allowed the local gas market to evade supply shortfalls and price hikes even amid multiple maintenance events.
Read more »

Polar Vortex Part Deux: The Demand Elephant Wreaks Havoc on the Market
January 11, 2018 | By Sadie Fulton and Jack Weixel

Ten days ago, the U.S. natural gas market witnessed its single-highest domestic demand day, its highest res/com demand day since January 2014, and its highest total demand day, each occurring on Jan. 1, 2018. In this edition of Get the Point, we’ll measure the season’s res/com demand to date and look forward to the end of the season to provide estimates of end-of-winter storage inventories.
Read more »