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To: Ed Ajootian who wrote (125855)11/22/2009 8:39:03 AM
From: wildandwonderful  Read Replies (1) | Respond to of 206326
 
Ed:

Production ( supply) + Net imports - Demand = Injection
Is this formula valid or am I missing something. I am trying to get a good NG production numbers is there a place to get that data?
I can get Net imports and Demand from Robry's data but I am having trouble with understanding Supply numbers.

My 2 cents is Cash prices spike 2 months ago was an aberration. From the curve it will stay around 3.50 or go lower.



To: Ed Ajootian who wrote (125855)11/22/2009 11:39:32 PM
From: Archie Meeties  Read Replies (1) | Respond to of 206326
 
Latest weather update has a signifcant storm moving across Midwest and NE late this week.

NG is a good long term value here, but it's difficult to find the right vehicle.



To: Ed Ajootian who wrote (125855)11/23/2009 9:37:34 AM
From: profile_14  Respond to of 206326
 
Another losing month then for UNG by rolling cheap contracts into expensive ones. The only way UNG works is when it is low, the curve is flattish, and we are about to go into backwardation, all IMVHO.