Birchcliff Energy Ltd T.BIR

Celsius Energy's Gas Models "Born To Run"

[greyowl]

Todays' Celsius Commentary

"Natural Gas Pulls Back On Moderation In Mid-January Temperature Outlook Even As Production Tumbles; Expect Model Run-To-Run Volatility To Continue, But Bias To The Upside; EIA Projection To Announce Bearish & Very Loose -37 BCF Storage Withdrawal In Today’s Day-Early Storage Report; Gas Demand To Peak Today With A -44 BCF/Day Withdrawal As Arctic Air Dominates Lower 48"



Celsius Energy are primarily energy investors I think - i.e. not objective.
enough. Thier "Run To Run: commentary will change to suit thier own needs. In Other Words - You are are your own out there.

Thier Real Time Gas Inventory number is currrently around
150 bcf an dropping fast (around -50 bcf/day and -20bcf day faster
than the 5 year average. This figure does not take into aacount
freezes offs that are occuring now. Past cold spells have seen
freeze offs cut US production by 15-20 dcf/day over a week or so.

My guess is that natural gas inventories go below the  5 year average
in the next few days. If you had relied on Celsius's interpretation of the
situation you would have been led to believe that this impotant event
would occur later in the winter - if at all.

US production numbers are down yoy and usages is way up due
to LNG coming on line.

All in my opinion

DYODD  and G.L


https://www.youtube.com/watch?v=Wu4_zVxmufY

https://www.celsiusenergy.net/

[downwithdotcom1]

nat gas withdrawl slightly higher than predicted..see below Working gas in storage was 3,373 Bcf as of Friday, January 3, 2025, according to EIA estimates. This represents a net decrease of 40 Bcf from the previous week