1. From earlier today:
Natural gas volatility in the western US: exactly what I was suggesting the other day when I asked the rhetorical question: has anyone really though this through? Link here.
2. From March 28, 2019 -- Platts analysis here.
3. From March 27, 2019 -- did anyone think this through? We have a glut of natural gas, but like politics, it's a local issue. I'm thinking about these three facts when it comes to California:
- Diablo Canyon 1 and 2 close in 2024/2025
- when it comes to pipelines, California is an island
- California eager to go "green"
5. For much better analysis of the natural gas situation in the US, see this blog.
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