Biggest Under-Reported Energy Story For Investors -- NG Is Above $3 -- June 11, 2024

Locator: 47816WTI.

While "everyone" is focused on WTI, in fact, natural gas is where the big story is right now for energy investors. It's gonna be a big summer for utilities -- short-term, heat and a/c; long-term: excitement about data center energy requirements.

Permian Natural Gas Production Hits New Record -- February 19, 2022

Link here.

• 14.34 Bcf/d on February 18, 2022
• highest level recorded, going back to 2012 when data started
• will put February on the path to strongest month for Permian gas production on record
• prior to this: only four time Permian gas had hit 14 Bcf/d
• coincides with rising rig count; now at 308 for the week ended February 16, 2022
• three rigs higher than previous week; 50% higher than same week one year ago
• = 2.4 million boepd -- needs to be fact-checked
• pricing
  
• Waha hub: $3.96
• Transwestern, Permian Basin: $3.875
• Henry hub: $4.60

So, another nice round number to remember: Permian natural gas -- 14.

*******************************
Girls' Soccer
New Rankings: Texas and National

Olivia's high school soccer team is ranked, link here:

• national: #76
• Texas: #11 (outranks almost all schools in north Texas)

Scholars:

• Olivia's high school has seven National Merit scholars; cross-town rival: eleven National Merit scholars.
• Elinor Holland, William Holland, Justin Lan, Aurora Tong, Thomas Tran, Jennifer Yan, Michael Yu. 
• four men, three women
• two northern European; four Chinese
  

*****************************************
Meanwhile in Portland

Judah

LNG Suppliers Having Difficulty Keeping Up With Export Demand Despite High Prices -- Source -- August 13, 2021

Link here.

JKM: Japan-Korea-Marker. Running at $15 now; will trend toward $20 by end of year.

Meanwhile, LNG Rotterdam:

• last autumn: $2.86
• recent: $12.51

And, Henry Hub: $3.84

***************************************
Has Died At The Age Of 68

Nanci Griffith.

Link here. 

Natural Gas -- Story Of The Year? July 23, 2021

US LNG exports: record high levels, 1H21. Link here.

US natural gas exports to Mexico established a new monthly record in June, 2021. Link here.