Flatulence. Nat Gas. Misinformation.

My reflex could not be tamed. I've been silent for some time.  Nearly puked over the misinformation. The set up will catch many (uninformed) on the wrong side of the trade. EIA releases this today: "Natural gas inventories end heating season above five-year average" Working natural gas in … [Read more...]

Math 101, When 2+2 = 4? Or 10 Million!

If your job is counting the crude stockpile or making media headlines, you can insinuate whatever.  Investors however must get to the bottom of the reports, sort through the noise, and figure fundamentally what's likely ahead. OPEC is cutting 1.8 million in supply... compliance even … [Read more...]

Nat Gat Exports Rise… to infinity and beyond?

Where and how to position for the future of energy (Nat Gas)?    US Exports of Natural Gas rose to a record at year end 2016.  Supply has fallen below the 5 year maximum range. Traders have taken long positions but producers have not fully hedged current pricing.  Both are looking for … [Read more...]