Comdty.AI retweeted
Been playing around with the new updated comdty.ai/agents/natgas courtesy of @ComdtyAI (it's an excellent natgas agent).
Taking the reported breakeven price estimate, and perusing through individual well data via TXRRC on Waynesville performance to date. I'm can't math these wells to average 32 BCF EUR, not even close. How are these analysts coming up with this??
Comdty.AI retweeted
Eastern storage systems DOM and TCO came in lighter than expected. South Central scrapes send a mixed signal as Wx Adj power burn was a little lighter implying a bigger build, but net gas flows from the region were up -possibly meeting East demand. Presents fair argument for a build in the 70s vs stronger early estimates in the 80-90 range. #NaturalGas #NatGas
Comdty.AI retweeted
Plaquemines ripping, while Haynesville #natgas production stagnant. This is setting up to be quite the SnD mismatch.
Haynesville rigs haven't budged (currently at 31), and there looks to be an 8 month lag between rig activity and production movement.
Regional TILs have been chewed up, and DUCs sitting at operational inventory levels ... so no back-ups left and we likely see no production growth from the Haynesville (local HH area) region for the rest of 2025.
why this matter... see this tweet.
nitter.gq/analytixAI/status/1910…
#LNG #energy
Comdty.AI retweeted
This is unusual.
Yesterday, politician Marjorie Taylor Greene said that people panicking over tariffs are "losers and failures."
Today, she disclosed over a dozen stock purchases, purchasing hundred of thousands of numerous stocks.
She bought when the market was deeply red.
Unusual.
Comdty.AI retweeted
Feels like President Trump should address the country during prime time, elucidate his plan, calm things down, etc. #OOTT
Comdty.AI retweeted
106+ prod prints proved to be incredibly wrong, with it largely driven by sugar high from DTILs in NE PA and poorly modeled TX/Perm NM prod.
