Tuesday Links

Wells coming off confidential list will be posted here.

RBN Energy: natural gas and the last month of winter, 2013

WSJ Links

Section D (Personal Journal): stress

Section C (Money & Investing):
Hess switches track under outside pressure; and I see it as great news for the oil patch

Section B (Marketplace):
Shell to build LNG plants in Louisiana and Canada; Shell -- one of the largest gas producers in the US; will build at Geismar, LA, along the Mississippi River south of Baton Rouge; and on the southern short of Lake Huron, just east of Michigan, at Sarnia, Ontario; each plant - 250,000 tons/year; chilled to minus 260 degrees; small compared to facilities in Qatar, but will represent a doubling of the liquefied-gas manufacturing capacity in the US and Canada; used for transportation overseas, particularly for truck fleets

Shell weighs closing Nigeria oil line; too much theft

Boeing update is relegated to a small note on the back page of section B; not a good sign; headline includes the word "waiting."

Section A:
ObamaNation: New York City leads jump in homeless; 50,000/ night in homeless shelters; hits record in NYC; numbers have grown 1.4% from 2011 to 2012; in Boston, a 7.8% jump in homeless families; in Washington, DC, immune from recessions, homeless families grew 18% over same time period; the numbers in NYC are starker, however -- lots of children; in NYC, 21,000 children, representing 1% of the city's youth slept each night in a city shelter in January, an increase of 22%; homeless families spend more than a year in a shelter, on average in NYC, a rise of 18% from a year earlier; meanwhile the mayor is concentrating his efforts on banning the Big Gulp (which by the way will lead to fewer sales at retailers which has an impact on number of employed);

You have to love the spin: the Israeli government says it has increased travel options for the West Bank Palestinians; Tel Aviv will segregate Palestinians/Israelis on buses from West Bank; the accompany photograph suggests more than "split buses," they need "more buses."

Op-ed: natural gas exports and the mythical 'sweet spot': Congressional meddling so warped the market in 1977 that an emergency law was needed to undo the harm. It's a bit of a stretch, but killing Keystone XL 1.0 and the soaring price of gasoline (twice what it was when the president came into office, and setting new records in February, 2013) suggests similar discussion.