Energy Investing - NG build bigger than expected +103 bcf vs. +93 bcf consensus, +77 bcf last week. - Energy Investing - InvestorVillage


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Msg  450017 of 452386  at  9/22/2022 10:39:09 AM  by

Under the Radar


 In response to msg 450011 by  doomonyou
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Re: NG build bigger than expected +103 bcf vs. +93 bcf consensus, +77 bcf last week.

We still remain approx 330+ BCF below five year normal average for this time of year ahead of a La Nia ringer during which we will be expected to ship all the LNG we can muster to keep Germans from freezing to death. We are under supplied.

Germany wont make it through a cold winter. Their tanks go to zero. What happens in 2023? How does Germany refill their nat gas storage tanks from zero with no Russian imports? Mathematically speaking this sounds impossible. Germany lacks LNG import infrastructure, but, even if they can procure the floating LNG offshore facilities, who sends them the gas? At what price?

All the while, what about us? What happens to us if winter is cold here? What nat gas price strip will it take to get our reserves back into normal range twelve months from now?

Under the Radar





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Replies
Msg # Subject Author Recs Date Posted
450019 Re: NG build bigger than expected +103 bcf vs. +93 bcf consensus, +77 bcf last week. navajojoe 3 9/22/2022 10:44:43 AM
450077 Re: NG build bigger than expected +103 bcf vs. +93 bcf consensus, +77 bcf last week. upthebayou 10 9/22/2022 2:21:14 PM




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