Ben Smith @firstenercast
U.S. natural gas fundamentals only Denver, Colorado Joined December 2009-
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are we still electrifying the permian? perm electrification was the plan before all these 500+MW data center ambitions cropped up #natgas
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#natgas opex thursday. incentive to settle above 1.75. looks like a 1.80 target
china's #natgas production levels *data from national bureau of statistics of china
FR, BELG, GER, NL #natgas demand down 3yrs in a row.... cargo cancellations?
anyone know why Sabine is down a train today? it's too early for maintenance as they typically run maintenance mid/late May
“A year ago we were at 13 rigs, today we are at seven. We consider ourselves in maintenance mode this year with a very close eye on market dynamics, with the ability to be quite agile.” --Andrea Passman, CEO of private #natgas producer Aethon at today's Hart Energy Conference
#natgas opex Monday. set-up looks boring. some insentive to defend $1.50
canada #natgas storage ....looks a lot like 2016
#natgas salts cycling -0.64 yesterday, -1.14 today
NATGAS @USAEnergyNatGas
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Josh Young @Josh_Young_1
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Paul Phillips @BlueFlameBlues
4K Followers 928 Following “Man is a money-making animal, which propensity too often interferes with his benevolence" The views expressed on this account are my own.
Andrea Paltry, Ph.D. @andrepaltry
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Jamie Heard @JamieHeard5
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NATGAS @USAEnergyNatGas
12K Followers 318 Following Trading energy derivatives since the stone age. I think that makes me a dinosaur or an expert or neither. You be the judge. Bill Perkins @Skylarcapital
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43 Followers 46 Following
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191 Followers 626 Following Mostly energy markets and cycling memes. Opinions my own.
Ruth Liao @ruth_on_LNG
999 Followers 420 Following LNG reporter for @business. Based in DC, via Seattle, Houston. AAJA member. ”Ask them my questions and get some answers.” Opinions are my own.
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180 Followers 39 Following
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trueWeather @true_weather
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2K Followers 171 Following I am a bipedal mammal with opposable thumbs. I shiver and sweat to regulate my body temperature. The views expressed here are mine alone.
Salty @natglazing
35 Followers 35 Following The beatings will stop when producer discipline improves
All Things LNG @AllthingsLNG
3K Followers 357 Following LNG: https://t.co/FL8cjEwa1f Interface Management: https://t.co/KVyoLkmpNA
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196 Followers 178 Following
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212 Followers 0 Following
Rage Against Commodit.. @energyfundys
686 Followers 859 Following All things commodities from fundys to flows . Self proclaimed Weather Expert 20+year survivor
Jacob Dick @jd_journalism
952 Followers 912 Following From Bluegrass to oil and gas. Senior Editor of LNG @NGInews. Fmr: @BmtEnterprise, @OwensboroMI | WKU alum, Go Tops! Contact: [email protected]
1️⃣4️⃣4️⃣ @144Man
119 Followers 325 Following
EnergyTraderTX @EnergyTraderTX
465 Followers 201 Following Former Energy HF Trader. Currently trading my PA, acquiring O&G minerals, and raising my two amazing daughters with my beautiful wife
JenscapeResearch @JenscapeRsrch
254 Followers 41 Following Yelling about NG into the abyss. Pyrrhic victories are the best victories.
Ledgetrader01 @ledgetrader01
344 Followers 497 Following Commodity Trader, mostly Natgas Views are my own.
Jason Summers @sumjpa
392 Followers 482 Following Natural Gas Trader. Buy high, sell low. Probably shouldn't listen to anything I say
Paul Roundy @PaulRoundy1
3K Followers 1K Following Professor of Atmospheric Science. I study climate variability of the tropics, and interactions between the tropics and extratropics. My tweets R my own.
bluecollargas @bluecollargas
68 Followers 612 Following
Sellthedip @Sellthedipz
283 Followers 574 Following Major bag (holder) alert. commodities trader. all opinions are mine (specially the good ones). #natgas
BabyGotGas @BabyGotGas
2K Followers 108 Following 30 years 📅 30000 beers 🍻 artist formerly known as @GasVegasBaby - Started at the bottom now we here - lying 🤥 wx avenger 🆖⚡️🌬️🔥🌞
A B @AB32432219
21 Followers 44 Following
SD21 @SD21_Oregon
198 Followers 122 FollowingThis is why I keep my pants down 24/7 #NATGAS #STAYREADY
A lot of #NatGas folks don’t realize they hitting on a two factor model and extrapolating this as peak bearish. Under the hood it isn’t, not one bit. When these factors flip (which they will) a lot of smart people going to be caught with their pants down.
My analyst just told me that if we inject 5 year minimums in Texas, the end of May Texas storage will be at or above the historic peak of 489. I don't expect us to do that and believe the price will fix the issue. Markets work. #NatGas
@firstenercast @HotshotWake Yes, just monitoring just in case...
All Freeport trains off again, in case anyone was wondering. #natgas
@otcengine China has a significant amount of Permian age rock, it's just deep. Once they figure out how to frac it they'll be energy independent.
@DiveBomb321 2024 Outlook The Company updated its expectation of 2024 total sales volume to 2,100 – 2,200 Bcfe, which assumes 1 Bcf/d of operated production curtailments through May and embeds future curtailment optionality dependent on market conditions.
@BabyGotGas @DiveBomb321 @Gasino11 Yeah we may stay stuck until we see what summer weather / burns we get, though if we wind up rolling M to 1.80-ish once it’s prompt, that’s quite a drop / opportunity. 🤷♂️
@BlueFlameBlues @firstenercast Just like Shakespeare said - 'With great power comes great responsibility.'💪
@firstenercast No one basin should have all that power.
@firstenercast that was when permian gas had a positive value tho too :) but i think its still happening!
@DiveBomb321 I hope he hasn't quit his day job for it 😂 I will never quit mine. Driving old FSO Polonez, without AC, in sandals and socks while eating kiełbasa and drowning it with vodka is, in fact, my Mt. Everest. My insights and opinions are joke. I got to know my place here 🤷
Literally every commodity producer ever suffers from the same problem: greed $NUE #natgas
#natgas prod very weak for the weekend and Freeport ramping to 1 train (perhaps more) and corpus coming back. Odd. Thought this prod decline was 1:1 with LNG. We pricing an N draw I guess?
@BabyGotGas @DiveBomb321 @Gasino11 Will be interested to see price action once M becomes prompt. Storage scrapes are not impressive given how far production has fallen, and cash traded $1.60-ish today. Can M stay over $2 if this continues? 🤔 #natgas
Social media is awash with economic doom porn these days, but if you focus on the facts and put things in historical perspective the current time is actually pretty good.. finance.yahoo.com/news/the-world…
Freeport LNG daily NG inflow since 2021. public.tableau.com/app/profile/ro…
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