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RD Energy Stay Current Newsletter: August 2022 – No time To Panic!

Key Drivers July was extremely hot this summer in the U.S. – very high consumption of NG in power generation U.S Natural gas storage deficit heading in the wrong direction.  Looking to be the lowest deficit in many years. U.S. natural gas production is slowly increasing – will higher volumes hit the market before winter? …

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RD Energy Stay Current Newsletter: July 2022 – The Price Implosion From The LNG Terminal Explosion

Key Drivers Explosion at the Freeport LNG exporting facility in Texas The news that the repairs on the Freeport facility will take 90 days instead of 3 weeks Higher than expected weekly storage injections since the LNG facility was shut down 2 bcf/day of natural gas staying home in the US instead of being shipped …

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RD Energy Stay Current Newsletter: May 2022 – Flipping The Switch from Heating To Cooling Demand Causes Surge In Energy Prices

Key Drivers  Natural gas demand flips from heating to cooling with higher temperatures in Texas Long Speculators are squeezing the wholesale natural gas and electric markets up too much Natural gas drilling ramping up, but the first deliveries will be 2022 Q4 or 2023 Q1 Will the natural gas storage deficit grow this summer? Very …

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RD Energy Stay Current Newsletter: April 2022 -Energy Prices Still Soaring

Key Drivers Revised cooler April temperature outlooks add much more natural gas consumption End of 2022 winter NG storage is at a 19.7% deficit vs 2021 and 14.7 deficit vs the past 5 year average Near record level of LNG exports to Europe and Asia U.S. natural gas production is below pre-COVID 19 March 2020 levels …

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RD Energy Stay Current Newsletter: March 2022

Key Drivers Ukraine War adding uncertainty and volatility Higher oil prices keeping short-term natural gas prices supported Higher oil prices stimulating oil and natural gas drilling Warming temperatures in March as the worst of winter is behind us Commentary Global and domestic natural gas supplies initially dropped substantially in early 2020 due in large part …

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RD Energy Stay Current Newsletter: February 2022

Key Drivers Brutally cold January Cold hanging on at least through mid-February Well freeze offs in the south Strong LNG exports Rapidly declining natural gas storage levels Technical short-squeeze + fundamental strength   Commentary Would You Rather Listen to the Commentary?   Try our new Podcast! While the majority of businesses have electric and natural gas …

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