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Natural Gas Amateur Hour: The Supply Shortage That Never Was
- January 22, 2021
- Posted by: Art Berman
- Category: The Petroleum Truth Report
2 Comments
The idea that gas price might soar this winter because of lower production reflected a profound misunderstanding of how natural gas markets work. It was natural gas amateur hour.
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COMPARATIVE INVENTORY & NATURAL GAS STORAGE REPORT OCTOBER 9, 2020 (2020-19)
- October 9, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
The longer term forecast shows that markets will be closer to supply-demand balance going forward than in 2018 and 2019.
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COMPARATIVE INVENTORY & NATURAL GAS STORAGE REPORT SEPTEMBER 25, 2020 (2020-17)
- September 25, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
What is unclear is whether or not recent movements represent another just excursion or a more permanent change in the C.I. vs price relationship.
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COMPARATIVE INVENTORY & NATURAL GAS STORAGE REPORT SEPTEMBER 12, 2020 (2020-15)
- September 12, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
Price excursions are a source of considerable self-doubt and this one has been extraordinary. The fact that it appears to be going the way of many others as I advised gives me little comfort. This is not over.
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Comparative Inventory & Natural Gas Storage Report September 4, 2020 (2020-14)
- September 4, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
The gas price rally is probably winding down and a new, higher yield curve will probably result
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Comparative Inventory & Natural Gas Storage Report August 28, 2020 (2020-13)
- August 28, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
A price signal is being sent now to achieve a higher level of supply security next year.
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Comparative Inventory & Natural Gas Storage Report August 21, 2020 (2020-12)
- August 21, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
Price will continue to increase until more rigs are added or there is enough information to assure markets that enough supply exists for the winter.
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Comparative Inventory & Natural Gas Storage Report August 14, 2020 (2020-11)
- August 14, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
A monthly avgerage January price of $3.25-$4.00 wouldn’t surprise me but that’s hardly anomalous or a supply crisis.
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Comparative Inventory & Natural Gas Storage Report August 7, 2020 (2020-10)
- August 7, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
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Comparative Inventory & Natural Gas Storage Report July 31, 2020 (2020-9)
- July 31, 2020
- Posted by: Art Berman
- Category: Gas Comparative Inventory
There is a 2.65 bcf/d supply-demand surplus in July. The falling supply-demand balance does not signal an impending crisis but reflects a well-established trend as less gas is used after the winter heating season is over.
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