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with 11-12 days shipping times from USGC exports to Europe should ramp up in early October I presume the future markets are anticipating this but not fully yet.The economics of exports already work but they are still marginal but at lesst positive. Mean whiles nuke shutdowns are up on the negative side there will probably be increased coal substitution for power demand but this will be less of a concern later this year as heating demand increases relative to power demand Also neutral for now is that nat gas production has been going sideways since May. I cannot see how this can last much longer with rig counts down so substantially. perhaps a little more gas that has been hiding in the.bushes will appear then bang .
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