ETC Natural Gas (25 lettori)
- Creatore Discussione NEO_99
- Data di Inizio
foo fighter
Forumer storico
certo foo e' proprio irripetibile, ma chi ha il coraggio di entrare ora ?
io sto fuori per ora no money for nothing
fai bene. Meglio aspettare. Le legnate ci vuole un attimo a prenderle
foo fighter
Forumer storico
sono curioso di vedere cosa fa il copper. Avrebbe dovuto ripartire il mensile ma pare girato al ribasso o non è ancora finito. Se cede 3,9, allora si va sulla trend rialzista attualmente in essere a 3,8.... Mi domando se sto intermedio a quel punto è finito. Mi aspettavo un mensile ancora al ribasso, ma forse non è più così. Inoltre sta onda ribassita pareva un impulso ribassista, invece se è come sembra diventa una ABC strutturata, cosa ben più ortodossa...
Se poi cede anche Alamo (3,8) allora non so proprio dove andremo, prima ipotesi 3,4 ma poi si può anche scendere...
Se poi cede anche Alamo (3,8) allora non so proprio dove andremo, prima ipotesi 3,4 ma poi si può anche scendere...
foo fighter
Forumer storico
va bene, vado anche io ma prima studio un po, ciao e notte a tutti!
carletto84
Forumer storico
buona sera a tutti...ciao foo... ho letto tutti i post vecchi... vediamo domani il dato scorte del gas se rintranccia è possibile entrare long,cosa ne pensi foo?
foo fighter
Forumer storico
dovremmo finire lo short venerdì, Se scende molto puoi iniziare a prendere un chip, ma puoi anche aspettare il segnale di cambio di trend. In teoria dovrebbe esserci lunedì. Poi al solito nessuno lo sa a priori..
foo fighter
Forumer storico
ciao carletto, stavo per andare a dormire...
Ti saluto,
Notte
Ti saluto,
Notte
carletto84
Forumer storico
ciao foo notte. ci aggiorniamo domani
NEO_99
Forumer storico
US gas futures prices to fall 80 cents to $1/MMBtu this year: Bentek
Houston (Platts)--11May2011/509 pm EDT/2109 GMT
Natural gas futures contract prices could fall between 80 cents/MMBtu and $1/MMBtu by the end of the year, but that should be good news for the industry, Bentek Energy vice president Jim Simpson said Tuesday.
"Through the end of 2015 we see supply growing by 5.4 Bcf/d, but it will only grow if someone can burn those molecules," Simpson said, speaking at the GasMart conference in Chicago.
Bentek is a unit of Platts, a division of The McGraw-Hill companies.
While current production levels are sustainable at the $4/MMBtu to $5/MMBtu range because so many producers are slashing costs by focusing on liquids and oil, long-term demand growth isn't as likely if gas prices move into the $5.50/MMBtu to $6/MMBtu range, Simpson said.
Simpson said Bentek is beginning to see signs of increased fuel oil-to-gas switching in the Northeast despite additional infrastructure costs involved as oil prices remain high.
"Utilities can pass the infrastructure costs on to the consumer, add it to the natural gas costs, and the consumer's bill is still cheaper than if they went with fuel oil," Simpson said.
Bentek's predictions call for a 2.2-Bcf/d increase in gas demand by the end of 2011 because of fuel switching, Simpson said, matching projections for 2.3 Bcf/d in supply over the same period, largely from shale production and associated gas from increased oil and liquids production.
Simpson termed the heavy amount of fuel switching a structural shift in demand, leading to Bentek's projections for fuel switching to account for an 8.5 Bcf/d growth in gas demand through 2020.
And grow it must because supply is not slowing down, particularly as associated gas from increased oil production enters the market.
Simpson called for the US to add 1.8 million barrels of oil/d through 2015 as gas companies and oil producers take the technology that ushered in the shale revolution and begin applying it to onshore oil.
The impact of associated gas led Bentek to forecast gas production increasing by as much as 21 Bcf/d by 2020.
In a report released Wednesday, Bentek elaborated on Simpson's bullish forecasts, stating ramped-up US gas production will be met by higher demand because of increased coal-to-gas switching, decreasing Canadian imports, rising Mexican exports and falling LNG imports.
In the near term, average daily power burn this year is expected to be 19.9 Bcf/d, inclusive of 1.7 Bcf/d of coal-to-gas switching, the report stated, as the massive increases in natural gas supplies and declining production rates of coal close the price spread between coal and gas generation.
Through 2016, Bentek forecasts US gas demand to grow some 4 Bcf/d with power generation making up 3 Bcf/d.
In Canada, meanwhile, the report calls for a 800,000 Mcf/d decline in production by 2015 ultimately resulting in a 1.7 Bcf/d decline in net exports to the US through 2016 as the US finds cheaper supplies closer afield.
In Mexico, Bentek expects a tighter demand-supply balance as declining Mexican production and fewer LNG imports into Mexican terminals are replaced by US shale gas, particularly from the nearby Eagle Ford in south Texas.
"This divergence between Mexican supply and demand is expected to remain in place and potentially amplify over the next five years," the report stated.
Bentek noted US gas exports to Mexico are already up 82%, or 400,000 Mcf/d, this year, to an average 1 Bcf/d and the cross-border pipeline capacity allows for as much as 4 Bcf/d of exports.
LNG imports to the US have been falling steadily in light of growing domestic production and resulting depressed prices.
Bentek in its report forecast US LNG imports to average 1.1 Bcf/d over the next five years.
Houston (Platts)--11May2011/509 pm EDT/2109 GMT
Natural gas futures contract prices could fall between 80 cents/MMBtu and $1/MMBtu by the end of the year, but that should be good news for the industry, Bentek Energy vice president Jim Simpson said Tuesday.
"Through the end of 2015 we see supply growing by 5.4 Bcf/d, but it will only grow if someone can burn those molecules," Simpson said, speaking at the GasMart conference in Chicago.
Bentek is a unit of Platts, a division of The McGraw-Hill companies.
While current production levels are sustainable at the $4/MMBtu to $5/MMBtu range because so many producers are slashing costs by focusing on liquids and oil, long-term demand growth isn't as likely if gas prices move into the $5.50/MMBtu to $6/MMBtu range, Simpson said.
Simpson said Bentek is beginning to see signs of increased fuel oil-to-gas switching in the Northeast despite additional infrastructure costs involved as oil prices remain high.
"Utilities can pass the infrastructure costs on to the consumer, add it to the natural gas costs, and the consumer's bill is still cheaper than if they went with fuel oil," Simpson said.
Bentek's predictions call for a 2.2-Bcf/d increase in gas demand by the end of 2011 because of fuel switching, Simpson said, matching projections for 2.3 Bcf/d in supply over the same period, largely from shale production and associated gas from increased oil and liquids production.
Simpson termed the heavy amount of fuel switching a structural shift in demand, leading to Bentek's projections for fuel switching to account for an 8.5 Bcf/d growth in gas demand through 2020.
And grow it must because supply is not slowing down, particularly as associated gas from increased oil production enters the market.
Simpson called for the US to add 1.8 million barrels of oil/d through 2015 as gas companies and oil producers take the technology that ushered in the shale revolution and begin applying it to onshore oil.
The impact of associated gas led Bentek to forecast gas production increasing by as much as 21 Bcf/d by 2020.
In a report released Wednesday, Bentek elaborated on Simpson's bullish forecasts, stating ramped-up US gas production will be met by higher demand because of increased coal-to-gas switching, decreasing Canadian imports, rising Mexican exports and falling LNG imports.
In the near term, average daily power burn this year is expected to be 19.9 Bcf/d, inclusive of 1.7 Bcf/d of coal-to-gas switching, the report stated, as the massive increases in natural gas supplies and declining production rates of coal close the price spread between coal and gas generation.
Through 2016, Bentek forecasts US gas demand to grow some 4 Bcf/d with power generation making up 3 Bcf/d.
In Canada, meanwhile, the report calls for a 800,000 Mcf/d decline in production by 2015 ultimately resulting in a 1.7 Bcf/d decline in net exports to the US through 2016 as the US finds cheaper supplies closer afield.
In Mexico, Bentek expects a tighter demand-supply balance as declining Mexican production and fewer LNG imports into Mexican terminals are replaced by US shale gas, particularly from the nearby Eagle Ford in south Texas.
"This divergence between Mexican supply and demand is expected to remain in place and potentially amplify over the next five years," the report stated.
Bentek noted US gas exports to Mexico are already up 82%, or 400,000 Mcf/d, this year, to an average 1 Bcf/d and the cross-border pipeline capacity allows for as much as 4 Bcf/d of exports.
LNG imports to the US have been falling steadily in light of growing domestic production and resulting depressed prices.
Bentek in its report forecast US LNG imports to average 1.1 Bcf/d over the next five years.