natgas tghtening

[k1f]

A seeking alpha bear on natgas prices & storage has changed his tune:

<<natural-gas-big-production-drop-tightens-fundamentals>>

[dan_s]

All six of the gassers that I follow (AR, GPOR, RRC, SWN, CRK and GDP) will all be fine if natural gas just stays over $2.50/MMBtu. All four of the Sweet 16 companies are primarily Marcellus/Utica company. In Appalachia the added pipeline takeaway capacity has significantly improved differentials in that area.

We are sending out a profile update on AR today.