Energy Prospectus

Thanks
I'll do more work on my end first.
Kevin

Dan, I was able to download all of the Sweet 16 Forecast Models. However, after repeatedly trying, logging out and back in, closing the browser, etc, I've been unable to download any Small Cap or High Yield models. A few days ago I was able to download TALO no problem. Not sure if anyone else is hav...

Do I understand this correctly?

For EPG portfolio stocks that pay dividends or do buybacks, a set amount of free cash flow is set aside. I always reinvest my dividends. So it seems that beaten down stocks due to recession fears is a good thing when dividends and buybacks are executed.

Thoughts?

Looking at the EIA data the previous 5 years for the reported week ending Oct 21, the average build is 66 bcf. So 55 is bullish and helps offset the large builds the prior few weeks.

Kevin

Dan, I know we've completed all of the easy DUCs and we mostly have Dead DUCs. Is the current level of drilling keeping up? Or are we sucking the last of the Mediocre Ducks Dry before production starts to fall. I know production drops off this time of year, so I'm asking with regards to the next 6 m...

Thanks JB!

Does anyone know how much US natural gas demand has risen due to increased fertilizer production?

Based upon my analysis of natural gas storage refill, we will top out at somewhere between 3,100 and 3,400 BCF depending upon demand between now and Nov 15. Even in the best case we won't get to 4,000. Even if we have a mild La Nina winter, it will be very high prices. The delay of the Freeport rest...

Looking at the 5 year averages, the typical build for this week is about 46 bcf.
18 is very bullish indeed.

Still, it makes no sense to me my Nat Gas fell $0.25 as of this post?

Kevin

NOAA is predicting La Nina will begin to weaken late winter, but no El Nino is likely to form yet.
Great for the Gassers !

https://www.climate.gov/media/14647