LEARN

On behalf of the team at 5, I am pleased to forward our market letter for the first quarter of 2022. In this issue, we continue our focus on the energy transition and the strain that this has put on t... READ MORE >

What is causing global forces to outweigh the domestic signals for natural gas prices? If you still buy into the old trader’s tale of “buy natural gas in the fall and spring when it is cheaper” it’s l... READ MORE >

How is the Situation in Ukraine Impacting Global and Domestic Natural Gas Markets? On February 21, 2022, Russia declared that the Eastern Ukrainian regions of Donetsk and Luhansk were independent terr... READ MORE >

What are the Drivers of Natural Gas Production and Pricing? The dramatic changes in demand for many commodities over the past 24 months have wreaked havoc on supply chains across the world - energy ma... READ MORE >

“Few things will impact capital allocation decisions – and thereby the long-term value of your company – more than how effectively you navigate the global energy transition in the years ahead.” - Larr... READ MORE >

At the end of last month, the news was buzzing about the newly discovered Omicron variant. On the last day of trading for the December NYMEX contract, the December price jumped up almost 50¢ to close ... READ MORE >

Natural gas, also commonly referred to by its chemical name, methane, is one of the single most controversial topics of the energy transition so far. On the one hand, natural gas is an energy commodit... READ MORE >

On Friday, the last day of trading for the December NYMEX Henry Hub contract, trading was light, but the news was heavy. The newest COVID-19 variant B.1.1.529, named by the World Health Organization (... READ MORE >

The team at 5 has spent many months, complemented by countless charts, graphs, and blog posts, discussing the rising prices and volatility in the energy markets. When you spend so much time in the wee... READ MORE >