| 1. Clock Is Ticking on 2011 Gas Price Hedging, Says Barclays |
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from Natural Gas Intelligence Aug 16, 2010
Natural gas price hedges have played a big part in sustaining the onshore rig count to date, but that may not be the case in 2011, Barclays Capital analysts said last week. What may be key, they said, are 2011 forward prices.( more )
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| 2. Analysts: Won't Love Gas 'For Good, Long While' |
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from Natural Gas Intelligence Aug 16, 2010
A plethora of natural gas shale deposits, persistently high rig counts, hedging and available debt capacity have stifled domestic natural gas prices for possibly three years, analysts at Tudor, Pickering, Holt & Co. (TPH) said last week. Tradition Energy analysts also blamed "the poor prospect of economic growth in the second half of the year" in revising down its gas price forecast.( more )
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| 3. Delay in Senate Spill Bill Heartens Industry
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from Natural Gas Intelligence Aug 9, 2010
Senate Majority Leader Harry Reid's (D-NV) decision last week to table consideration of competing Democratic and Republican energy/oil spill bills until the Senate returns in September came as no surprise, and in fact was a relief to the oil and natural gas industry.
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| 4. E&Ps Appear 'Caught in a Vise,' Says Analyst |
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from Natural Gas Intelligence Aug 16, 2010
With 2Q2010 earnings results now in the rearview mirror, energy analysts covering the domestic exploration and production (E&P) sector paused to review what they saw in the earnings reports and what they heard in the conference calls. What they concluded isn't necessarily a pretty picture for the second half of this year.( more )
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| 5. Less Drilling, More Burning in 2011 Equals $5-Plus Gas
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from Natural Gas Intelligence Aug 2, 2010
As gas-fired plants take up the slack for a substantial amount of retiring coal-fired generation and gas producers are able to back off from drilling merely to hold production, gas prices will get a lift, Credit Suisse Commodity Research Director Teri Viswanath told NGI last week.
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| 6. NOAA: La Nina to Keep Heat On Through September |
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from Natural Gas Intelligence Jul 19, 2010
La Nina conditions -- an unusual cooling of ocean surface temperatures off the western coast of South America that is believed to have significant effects on North American weather patterns -- continue to develop across the equatorial Pacific, according to the National Oceanic and Atmospheric Association (NOAA).( more )
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| 7. Forecasters Still Expect Significant Hurricane Activity |
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from Natural Gas Intelligence Aug 9, 2010
Despite relative calm during the first two months of the 2010 hurricane season, the final four months of the 2010 Atlantic hurricane season are likely to pack a punch for the Gulf of Mexico and the U.S. coastline, according to forecasters at the National Oceanic and Atmospheric Association (NOAA) and Colorado State University (CSU).( more )
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| 8. GasMart 2009: End-Users Mindful of Costs During Recession |
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from Natural Gas Intelligence May 25, 2009
The recession has delivered to natural gas end-users some of the lowest commodity prices they've seen in years. However, the gift comes with the curse of sharply reduced demand for their own products in many cases. Of course, end-users are still buying fuel and feedstock, just less of it. And they're still vigilant in defending their interests when it comes to supply procurement.( more )
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| 9. Bentek: Don't Count on Fuel-Switching |
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from Natural Gas Intelligence Aug 9, 2010
Anyone counting on stricter air emissions rules to drive a gas-fired power generation buildout and put a higher floor under natural gas prices is going to be disappointed -- or at least is going to have to wait a while, according to Bentek Energy LLC.( more )
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| 10. Gas Prices Seen Stumbling into 2011 |
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from Natural Gas Intelligence Aug 30, 2010
The potential for a late summer natural gas price collapse may not be as high as analysts had predicted a few months ago, thanks to hotter-than-expected weather and a moderation in gas supply going forward, but prices aren't expected to gain much strength for some time, energy analysts predicted.( more )
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