NGFROG

@MikeeBooshay Is the fire right off gulf beach hwy?

I was just finishing picking up decoys and headed home to get the trailer for the duck boat when I heard the Whoosh/Boom. Saw the mushroom cloud before I saw the fire, its not far from my duck lease.

Pipeline rupture in Johnson Bayou just now

@Lithium_Plays Flaring?

Calcasieu Pass LNG 👀#natgas

@AndreasSteno If you look at the amount of LNG projects coming online in the next 5 years, the governments cooperation with pipeline expansion, there’s truly never been more demand. The only demand weakness we’ve seen this winter is weather related.

@AndreasSteno This is absolutely a supply side issue. Anyone saying otherwise is not running a L48 balance and shouldn’t be commenting.

Natural Gas prices now almost back to 2020 pandemic levels. Ask yourself whether this is 1) due to increased supply or 2) due to a lack of demand If the answer is 2, then the celebration of "lower inflation" will end soon