SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: Ed Ajootian who wrote (100477)5/7/2008 9:01:19 AM
From: GVTucker  Read Replies (1) | Respond to of 206323
 
The spot price of gas in Europe is pretty much at parity with the US now. Zebrugge gas is about $11.40 today, within 30¢ of Henry Hub gas.

I'm still looking for a reliable quote for gas over in Asia, anywhere in Asia.



To: Ed Ajootian who wrote (100477)5/7/2008 11:41:04 AM
From: tradingfaster123  Read Replies (1) | Respond to of 206323
 
ed, for that 2bcfpd+ loosening yoy im talking about, im not using any assumptions for canadian imports. just looking at how storage is building based on the weather in comparison to last year. but i would assume for other purposes that canadian imports are flat yoy. i saw various data that said imports were up a bit in the last few weeks, robry apparently says they are down now. its just too preliminary. and again, robry's data is suspect. for example, he had U.S. production up 9bcfpd yoy in January; eia was closer to 4bcfpd.

when comparing against last year's three 100bcf+ builds remember to factor in the independence outage as long as its offline (6bcf per week or so). the number of 100+ builds will be a good comparison point.