Analytix.AI @analytixAI
#natgas #energy market news/analysis. These are my personal views ONLY. Tweets are not financial/trading advice, and Likes/Retweets are not endorsements. analytix.ai Remote Joined January 2021-
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Pretty big spread between S/D and PipeScrape this week. Risk as high as 63 on the scrapes, but S/D is south of 54 ('south' means 'less than' for nitpickers). #NaturalGas #NatGas
$RRC Two slides I think are key... First, production growth. They forecast 400mmcf but only get 250mmcf more takeaway. I don't know the details but my guess is the 150mmcf delta would be in-basin demand - just a guess though.
peak ResComm? heat-pumps replacing gas furnaces cut winter storage needs. conservative efficiency gain estimates i've seen would cut ~120bcf each winter going forward
Haynesville at 41 rigs. Estimating 10-15% rig efficiency gains since the last time we were at 41 rigs in the Haynesvile. ~46 equivalent Activity in the region picking up with NG3 and LEG estimated to come on by end of year. #natgas
Models continue to feature dry and hot 11-15 day forecast biases for Texas.
The Desk Survey Avg: 88.6 Bcf The Desk Median: 88 Bcf The Desk Survey Range: 80 to 102 Bcf Major Survey’s Avg: 88.3 Bcf Standard Deviation: 4.5 Number of Forecasts: 37 Lowball Est. Norse Gas Marketing: 80 Bcf Highball Est. LSEG S/D Model: 102 Bcf BBRG - 88 BBGG - 84 #NATGAS…
@analytixAI Over forecasted especially by the Euro. It has the same issue as 2021 where it oversized the air and treated the SE as a desert and failed to factor in evaporational cooling from plants and moisture off the Atlantic. Enclosed is Fridays projections of temp and dewpoint between…
@analytixAI Friday 6/20 wind clocked in 86 gigawatts💪. See if we actually hit/breach 100G today.
Permian loses 2 more rigs - but what's even more interesting is that Haynesville is flat and Marcellus is down 1 versus 1 year ago.
Permian loses 2 more rigs - but what's even more interesting is that Haynesville is flat and Marcellus is down 1 versus 1 year ago.
If #natgas salts were drawing the last few of days... what's next week gonna look like
GameStop in 2021: Horrendously run company with no assets and lots of debt Stock price peak: $118 (split adjusted) GameStop in 2025: Runs like a top of the range Rolls Royce, profitable company with $10b in assets Stock price peak: $35 #gme
N25 expiry week looks to be volatile... lots of bullish factors lining up for hub. #natgas 1) Weather turns bullish w/ heat extreme heat (led by the Midwest & East) Maxar comments on enelyst.com - The next 15 days are forecast to total 170.3 PWCDDs, which is not only…
- Folks on enelyst.com suggesting Cameron ramping back up. - Plaq hit 2.84 on Friday (Block 12 online) - Sabine almost half way through its outage - 11-15 flash heat (both Euro and GFS lining up after sometime) - TGP maintenance (thru June 30th) cutting southbound…

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