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natgas tghtening
Posted: Tue May 07, 2019 7:44 pm
by k1f
A seeking alpha bear on natgas prices & storage has changed his tune:
<<natural-gas-big-production-drop-tightens-fundamentals>>
Re: natgas tghtening
Posted: Wed May 08, 2019 8:00 am
by 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.