aegis hedging weekly update

[Fraser921]

worth a look

https://www.linkedin.com/video/event/ur ... 574369792/

Page 7 : Balance of year for strip is 93.72

Page 10 NG is close to 5 balance of year.LNG exports will drive demand. Inventories to struggle to build to what we need next winter.

I added to AR this week. They will have great numbers

[dan_s]

IMO rebuilding depleted inventories of natural gas and NGLs will be difficult. It should be a great year for AR, CRK, EQT, CTRA, RRC and SBOW.

AR and RRC sell a lot of unhedged NGLs.