New Year’s evolution

Published at 18:19 4 Jan 2019 by

Today’s report (week ended 28 Dec): EIA: -20 bcf, EA: -30 bcfToday’s print missed consensus expectations by an unusually wide margin. We were on the low end of estimates, calling for a small pull, and had already built in an industrial demand impact of more than 1.5 bcf/d due to the holiday. To alig…

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