Nat gas price rising, butUS and Canadian production is still at record levels, storage injections in the US and Europe above normaln and LNG exports out of the US remain well below the highs.
But the rig count in the US is falling, so production may have peaked, we have some hot weather coming, and winter is around the corner. The "market" is pushing natty prices higher for a reason, if only because the paper traders pushed it down too far.
WTI is holding above $75 and condensate discounts will tighten, so we should be good to go. The well results will just be an added bonus.