Friday, March 29, 2019, T+86 -- Part 2

Let's consolidate these three posts for the archives:

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"

4. From October 23, 2018 -- precarious pipeline access from Canada.

5. For much better analysis of the natural gas situation in the US, see this blog.