Raymond James Energy Stat of the Week: Don’t expect supply to be a team player. Raymond James
Natural Gas Head Fake? Can the 44% price run-up be sustained? RBN Energy
That 44% run-up put in perspective in the chart at the top of this Energy Costs & Reshoring in the USA blog post: Yardeni
Be careful with mainstream press articles depicting the export of North American natural gas as some kind of panacea: Natural Gas Producers in Survival Mode at the Financial Post and Why American Natural Gas Will Change The World at Forbes. The global LNG market is only about 27 bcf/d in size. US and Canadian producers can crash that market too.
Japanese Buyers Line Up for U.S. Shale Gas: Loss of Nuclear Power Plants, Cheap Prices Bring Investors: Will Department of Energy Approve Exports Over Objections. WSJ (Google the title and click through to read the whole story.)
The rig count from last Friday, with chart: Haynesville Play