MMarkkk Says: Nicky, within the winter the northeast is more crucial to the nat gas industry. In the summertime, that shifts to the midwest and west.
zman Says: N – and they’re proper, we do have loads of fuel but that didn’t halt the last rally.
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zman States: Mmarkkk – Properly stated. I couldn’t concur additional with that. In terms of gas prices go I’ve obtained dry gas creation up about one.0 Bcfgpd year via March. Most important piece is Tx and it’s such as you say, rig counts are through the roof there, Particularly the horizontal depend.
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They don’t trade with the other gassy E&Ps like with SWN, KWK, CHK, BBG, but tend to be more tied to the price of oil. I am able to’t reveal it nevertheless it’s accurate.