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Energy

  • Economic Indicators

    Energy Indicators

    Energy sector stock market returns outperformed the S&P 500 this year despite some easing over the summer. Refiner stocks lagged behind, but U.S. refiners have been processing more oil than at any point since the start of the pandemic amid recovering demand.

  • Economic Indicators

    Energy Indicators

    Recent data for the energy sector have been positive. Energy prices rose to multiyear highs, and drilling activity extended a steady upward march.

  • Texas winter deep freeze broke refining, petrochemical supply chains

    It may take the Texas petrochemical industry until year-end 2021 to fully recover from the record cold that triggered power outages and supply disruptions in mid-February.

  • Oil patch productivity rises; jobs vanish

    After major oil price busts in 2014 and 2020, the same engineering prowess that helped the oil and gas industry thrive has been driven to find efficiencies to lower operating costs.

  • Dallas Fed Economics

    Central bankers need to take note of transition to clean energy

    The path from traditional energy sources to alternative sources with lower greenhouse gas emissions—including renewable energy, and carbon capture and storage—is long and paved with abundant uncertainty.

  • Economic Indicators

    Energy Indicators

    Natural gas prices increased modestly in April after falling from February highs that were driven by Winter Storm Uri. The freezing temperatures slowed natural gas exports, pushing up heating and electricity demand—including from coal—and contributed to a historic spike in electricity prices in Texas.

  • Economic Indicators

    Energy Indicators

    Recent indicators point to an overall improved oil and gas outlook for the U.S. Activity in U.S. oil fields improved, oil prices held comfortably above levels needed to drill new wells for most producers, and industry employment losses slowed in February.

  • Dallas Fed Economics

    Cost of Texas’ 2021 deep freeze justifies weatherization

    Our analysis indicates winterizing for extreme winter weather events appears financially reasonable.

  • Dallas Fed Economics

    Oil market’s tightening in February seemingly defies fundamentals

    Surging oil prices in February have raised hopes that the worst may be over for oil markets, though recent evidence suggests that the recovery will not last.

  • Collapsing fuel demand tanks Texas exports during pandemic’s peak

    The COVID-19 pandemic wreaked havoc on Texas energy exports. U.S. energy exports excluding Texas were dramatically less affected.