Production increases

The following chart by itself is very scary for natgas prices. But demand has been elevated during the past two months. The key question is this just because of warm weather or a more basic demand change?

Looking at Robry's data, clearly generation demand is higher, but both industrial demand (up by over 4 bcf day) and Residential and commercial demand (up by 4 bcf/day) have equaled the increase in production. What has caused this increase in demand?

Bears say the weather and once Sept hits, the huge increases in production will hit the storage causing the price to crash. Bulls can argue that the economy is starting to notice the huge disparity between oil and natgas and transfer demand from oil to natgas. Some evidence that refineries and other industrial users are consuming more natgas, instead of oil products. Robry's data clearly indicate a large increase in industrial demand.

But what about the 4 bcf/day increase in R&C demand? Is that a temporary weather demand or a real increase in demand?
Sept. should provide the answer.
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