Tudor Pickering Holt ("TPH") is on top of what is happening in the U.S. natural gas market. Per David Purcell, the U.S. market is currently 2 Bcfpd day undersupplied.
See: https://tudor.na.bdvision.ipreo.com/NSi ... 5605750196
When you add growing exports to the market, the U.S. is using a heck of a lot more natural gas than we used five years ago. Starting the winter heating season with less gas in storage than the five year average is a big deal.
Natural Gas Market Update from TPH - 11/2
Natural Gas Market Update from TPH - 11/2
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group