Tuesday, September 29, 2009
Tuesday, September 22, 2009
Saturday, September 19, 2009
Tuesday, September 15, 2009
Thursday, September 10, 2009
Nat Gas Supply Continues to Fall
While Value's Drilling rig data is estimated by me for the past couple of weeks, the rigs have slowly increased. But the supply is clearly starting to fall. And fall fast.
If this is a result of shutins, then the supply can rebound. But if this is real cuts in supply, then when winter comes, we may be in real trouble. My guess is that it is 50/50. In other words, some of the supply decrease is real and some shut-ins.
If this is a result of shutins, then the supply can rebound. But if this is real cuts in supply, then when winter comes, we may be in real trouble. My guess is that it is 50/50. In other words, some of the supply decrease is real and some shut-ins.
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