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Titan06

Titan06
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  • The Real Natural Gas Production Decline [View article]
    what is the break even assuming say 40% of each wells production is liquids?
    Sep 18 09:53 AM | Likes Like |Link to Comment
  • Massive Cyclicals Euphoria [View article]
    expect gas to make big moves once we get past novmeber. Gas production has pateued and and soon we will see EIA 914 data showing a decline it is innevitible

    http://bit.ly/RxecZq
    Sep 8 02:29 PM | 2 Likes Like |Link to Comment
  • Latest EIA Data Shows Resilient U.S. Natural Gas Production [View article]
    McClendon said he expects natural gas prices to soon rise. He said he disagrees with models that show natural gas production continuing to rise over the next few months.

    Given that Chesapeake produces 10 percent of the natural gas in the U.S. and has been responsible for 35 percent of the gas production growth over the past few years, we find it hard to model natural gas production growth when we’re going to decline 7 percent,” McClendon said.


    http://bit.ly/RxecZq

    this shadow inventory will not last much longer.. expect big moves in natural gas once we get past november
    Sep 8 02:26 PM | Likes Like |Link to Comment
  • Massive Cyclicals Euphoria [View article]
    or that the market sees that the fundamentals are about to turn the corner..
    Sep 7 12:23 PM | 4 Likes Like |Link to Comment
  • Massive Cyclicals Euphoria [View article]
    the market is forward looking ....
    Sep 7 12:05 PM | 2 Likes Like |Link to Comment
  • Stockpile Drawdown Signals Strong Coal Rebound [View article]
    here comes the china stimulus ,

    http://bit.ly/NY5TFs
    Sep 7 06:48 AM | Likes Like |Link to Comment
  • Update On Natural Gas [View article]
    production is dropping look at the data, just wait till winter... we are in for a wild ride higher
    Aug 11 07:44 PM | 2 Likes Like |Link to Comment
  • Update On Natural Gas [View article]
    yea i still expect nat gas to go up during the rest of 2012 and then agressivly move higher during the winter months of 2013.

    production is now only 3% above last year and falling. slowly
    Aug 3 09:38 AM | 2 Likes Like |Link to Comment
  • Update On Natural Gas [View article]
    even if from today forward we were to inject into storage 100% of the 5 year average we would only hit 4.086 TCF storage

    if we inject 75% of the 5 year average , max
    storage would be 3.883 TCF (within 5 year average band)

    if we continue on the track of injectiong ~ 60% of the 5 year average we will hit a max storage of 3.75 TCF. mid point of the 5 year average......


    my money is on gas going up more from here. fears of storage hitting capacity are continuing to erode away..
    Aug 3 08:40 AM | 3 Likes Like |Link to Comment
  • Update On Natural Gas [View article]
    overall production is what matters, it is falling if you have been watching the weekly natural gas updates.

    http://bit.ly/MTKEcN
    Aug 2 08:32 PM | Likes Like |Link to Comment
  • The Drought Should Be Over Soon [View article]
    ohh paulo so wrong once again

    http://bit.ly/Q8ORIj
    Jul 30 06:22 PM | 1 Like Like |Link to Comment
  • Stockpile Drawdown Signals Strong Coal Rebound [View article]
    CAPP prices are already at $62/tonn
    Jul 30 03:47 PM | 1 Like Like |Link to Comment
  • Stockpile Drawdown Signals Strong Coal Rebound [View article]
    but who will rally the most?

    coal producers or nat gas producers?

    coal producers have been beaten to a bloody pulp , nat gas producers never fully priced in nat gas prices collapse and need gas prices more on the order of 6$/mmbtu to be profitable.
    Jul 30 03:16 PM | 2 Likes Like |Link to Comment
  • Walter Energy 14, Alpha Natural Resources 0: Are Analysts Afraid To Recommend Alpha Stock? [View article]
    here come the upgrades..is ANR next?

    07:19
    ETArch Coal upgraded to Buy from Neutral at Sterne Agee
    Sterne Agee upgraded Arch Coal based on valuation, cost controls, improved thermal competitive economics vs. gas, and balance sheet liquidity, among other reasons. Price target is $15. Note that Global Hunter also upgraded shares this morning.

    07:05
    ETArch Coal upgraded to Buy from Neutral at Global Hunter
    Q2 report citing operational improvements, Global Hunter upgraded Arch Coal following the Q2 report citing operational improvements, cost cutting efforts, debt restructuring, and expectations for an improvement in natural gas prices. Price target is $18.
    Jul 30 08:20 AM | 1 Like Like |Link to Comment
  • Stockpile Drawdown Signals Strong Coal Rebound [View article]
    ANR might go big today gentlemen ....
    Jul 27 08:50 AM | 4 Likes Like |Link to Comment
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