May 2024

RD Energy Stay Current Newsletter: June 2024

Key Drivers Daily U.S. natural gas production cut back Above average U.S. natural gas storage levels Technical Trader short-squeeze Early start to warmer summer Electric growth from micro chip plants and data centers 40% jump in LNG export capacity in early 2025 Commentary The natural gas and electric wholesale markets is ripe for price volatility […]

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RD Energy Stay Current Newsletter: May 2024 Short-Term Vs Long-Term View

Key Drivers Natural Gas storage is 655 bcf higher than the past 5 year average U.S. natural gas producers have reduced supplies to retail market to slow the slide in well-head prices Approaching AC season and forecasted hotter than normal summer likely to bolster prices of NG and electric Future NG and electric growth forecasted

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RD Energy Stay Current Newsletter: November 2023

Key Drivers Temperatures in the Midwest and Northeast LNG export growth U.S. natural gas storage in great shape heading into winter U.S. natural gas production staying consistently strong   Commentary Wholesale energy prices for natural gas and electric bottomed out mid-February after reaching historical peak levels in the Fall of 2022.  Wholesale prices have since

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RD Energy Stay Current Newsletter: October 2023

Key Drivers Flip flopping Midwest temperature patterns LNG daily export demand Daily U.S. production volumes Technical traders selling NYMEX in greater numbers than buying NYMEX Rising oil prices could eventually help support natural gas and power prices High U.S. natural gas storage level     Commentary The U.S. is definitely in a moderate El Nino

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