Energy Prospectus

Can you interpret the new well results? Are they considered good, bad, average, can't tell yet or whatever?

It seems to be a lock on your prediction that we will get below 5 yr average in NG for this winter. What are your predictions for 2018?? I have read some comments that production and takeaway for NG for 2018 will increase significantly. Do you have any thoughts about that? Will the increase be balan...

NNO Yesterday, I was walking through Home Depot and noted that everything is going battery—lawn equipment including mowers, tool of all sorts including saws, etc. I then thought of NNO which Dan has written about and it occurred to me that it could become the most valuable percentage winner on the b...

As I read the standard news blurbs, the focus is on OPEC production and Saudi production. It seems to me that the real news is about Saudi exports and Iraqi exports. If you look back over the last 8 years, Saudi production has gone up but exports flucuated in the 7.0 to 8.0 range or thereabouts (unt...

In general, your weekly podcasts paint a rosier picture for NG than for oil with fewer uncertain variables. Do you have any thoughts on why the NG stocks in the sweet 16 are doing just as poorly, if not moreso, as the oil ones?

I have 2 questions. I read Tom Petrie’s article and always consider him very astute. He talks about exports of NG increasing from virtually zero to 3 BCF/day in 2018 and 5 BCF in 2019 and up from there. Am I reading this right? Do you agree? Doesn’t this increase in demand put a floor on NG prices??...