Spin Master (@Holy_Helicity) profile picture

Natural gas & weather. Sometimes pretend I have a clue in other markets.

Joined August 2013
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Golden Pass Pipeline Flows to Terminal Surge This AM Golden Pass Pipeline flows into the export terminal surged during the Evening cycle nominations for 2/17, with 332,559/d delivered to the facility. We did not expect material flows at the facility until March, and this very well could be revised down later today. Their prior-day noms were high compared to recent trends as well, settling at 34/d, but today's surge was clearly far higher. Stay apprised at CriterionRsch.com or reach out to [email protected] for a free trial run. #natgas #lng
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Spin Master retweeted
It's almost as if there is a naturally-occurring atmospheric oscillation on time scales of 30-60 days that is the primary driver of winter pattern changes...
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$VG Venture Global LNG forecast was way higher than expectations This is Plaquemines LNG only 3.7 Bcf/d by Q4 👀👀👀 this is where my rough math with 3.3 Bcf per tanker and 12% onsite usage #natgas
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Welp... Salt storage inventories are a BIT low heading into March #natgas #ongt
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Spin Master retweeted
18z EPS shifted east with #PTC06 future #Francine
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Freeport LNG feed gas flows elevated to >2 Bcf/d with today's early cycle data, with all three trains now clearly online after the months long outage. #natgas #ongt #lng
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Flash Poll: A survey of likely voters were asked who won the debate? 80% The Fly 10% VP Pence 10% Sen. Harris 0% The Viewer
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#Delta has intensified by 70 mph (from 40 mph to 110 mph) in its first 24 hours since becoming a named storm. This is the most intensification in a 24 hour period for an October Atlantic named storm since Wilma in 2005. #hurricane
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“When fascism comes to America, it will come wrapped in the flag and waving a cross.” - Sinclair Lewis – at Miami, FL
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Here's a look at the current 1-5 Day forecast (Jan 21-25) vs what ensemble models were showing 10 days ago when the period was 11-15 Days out. About as bad a performance as you'll see.
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Hotter Southern trends next week add some early season electric-weighted cooling degree days to the forecast; afternoon modeling mostly holds the narrative too.
Spin Master retweeted
TCO +7.3, SSC +.1. Not bearish. Points to mid 40's vs upper 40's or low 50's. ICE 48/51, 48 traded. #Natgas #EIA
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Models has been horrendous in this pattern. No model even close to what's happening this week back in the 11-15 day period. #natgas #agwx
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Recent runs from the CFSv2 (blue) continue to back away from robust El Nino idea for Summer 2017; Same time the model is trending hotter.
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