Energy Prospectus

Happy Birthday to you, Dan.

Plus, other articles talk about the pre-investment being made on the supply pipeline and in the plant for a future LNG Canada 2 of over an additional 2 BCFD of supply to the plant site. Of course, this is not at FID nor contracted yet, but given its easy location to Asian markets, with Shell in the ...

Most of the gas "pull" on LNG focuses on US LNG plant startups during 2025 which is substantial, but not much discussion of the LNG Canada pull also starting up in the 2nd and 3rd quarters of 2025 which may reduce US import volumes from Canada. https://www.reuters.com/business/energy/us-st...

Merry Christmas to you and Susan and the EPG clan!!!!

Is it possible for government entities in the world to sway the futures market?

Any thoughts on adding Energy Transfer?

On some of these hot, calm days, wind power has gone very low. Texas installed wind power CAPACITY is about 40 GW. On a calm day, such as recently, afternoon output drops from the 40 GW capacity to as low as 5 GW. At the same time, solar ramps from 0 GW overnight to about 9 GW for about 7 hours. Did...

On some of these hot, calm days, wind power has gone very low. Texas installed wind power CAPACITY is about 40 GW. On a calm day, such as recently, afternoon output drops from the 40 GW capacity to as low as 5 GW. At the same time, solar ramps from 0 GW overnight to about 9 GW for about 7 hours. Did...

Dan, any comments on yesterday's API inventory report which showed large drops in oil, distillate, and gasoline inventories?

Are rumors of casing shortages accurate?

https://oilprice.com/Energy/Crude-Oil/I ... e-Oil.html

That is a lot of "lost" oil, and with US underground storage being used up, are inventories even tighter?

How low could 2022 US NatGas prices go under various scenarios?

How high will LNG feed gas deliveries get and what will they average 2022?

Has the world come to grips with the Paris recommendation and others that a SIGNIFICANT reduction in total energy consumption requires a DRASTIC cut in energy use per person and per county. Has never happened over any 3 year period in world history. https://oilprice.com/Energy/Crude-Oil/A-Successful...

Proposed locations and timing?

Which gassers have the least amount of NG hedged at low prices? Sweet 16 and Small Cap?

Are there any estimates for NG storage reports this week updated for Hurricane Ida effects?

I wonder if comparisons to the 5 years 2015-2019 rather than 2016-2020 would be more stark. Given the incredibly high stocks of most of 2020 and lower consumption if comparisons to the 2015-2019 period might be more reflective of today's market and inventories.

Did my eyes deceive or did gas storage only go up 16 BCF this week versus 65-85 BCF projection?

Imagine next week could show a bigger deficit?

Or do I misunderstand?