天然气 Supply/Demand

来源: GreenAroow 于 2014-10-06 06:11:10 [] [旧帖] [给我悄悄话] 阅读数 : 0 (1107 bytes)

2013, 66.5 bcf/d.
2014, 69.7 bcf/d = 20bcf per week extra production
2015, 71.1 bcf/d

The U.S. Energy Information Administration (or EIA)—in its Short-Term Energy Outlook (or STEO) released in September 2014

2Bcf/day pipeline wait to come online between Nov- Dec.


Ben in Firstencast mentioned in Hutson energy Conference:

"most vendors at the conference cited expectations of +5bcf/d yoy domestic production this winter.

reasoning:
lack of freeze-offs if normal winter is experienced, growth in pipe/processing, large backlog of wells awaiting tie-in. "

Look at Weather of OCT-Dec. 2-3 degree higher than normal...according to current weather and large supply, there will be 3-4 week injection November the deficit will be disappeared, at that time, it will be really Bull shit time.

I don't think 天然气ugaz在向上突破, it will be really hard back to $17-$18 this year.

Good Luck!

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