Friday, October 26, 2012

Rigs Counts and Natural Gas -- Two-Part Series

Link from SeekingAlpha.com.

Part I:
The examples and discussion [in Part I] illustrate that it may be precarious to rely on a simplistic historical correlation between the rig counts and production to derive supply forecasts. To be a meaningful tool in future production estimation, the rig count requires a granular, play-by-play analysis and careful interpretation.
I assume Part II will be forthcoming.

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