Crude Trades Near Seven-Week High on Iran Tensions, Stimulus Speculation at Bloomberg. Fragile, but Comfortable, Oil Market Expected at Oil Price.
Chinese crude imports at nine-month low at CGES. What happens to price if and when imports re-accelerate?
Natural gas supply remains stubbornly high at the EIA, but look at the Haynesville rig count for a clue to the future: Haynesville Play.
Do US LNG Export Schemes Make Sense? RBN Energy. “…Obama administration, which is struggling to decide whether – and how much – the U.S. should share the bounty with foreign countries.” Fuel Fix
More on Japan and the spot LNG market: Energy Tribune.
Frac sand prosperity: Mark Perry
CRB and WTI technical analysis: Robert Sinn. Pretty much all the producers are very undervalued under decent oil and gas pricing regimes. MHR’s reserve report at Benzinga.