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@MangoContango_ @USAEnergyNatGas lol empty hole on Kuykendahl road

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@RobinMillican @JasonBordoff Make Permian great again!

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@ShaleTier7 Can OpenAI make SoH open?

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@johnarnold Wonder what Enron would look like in the AI era.

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@WMitchell618 I guess specs should just stay away from prompt spreads and C2F. Hard to find much edge with all these.

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@WMitchell618 Is this the new normal at Hub, or merely a reflection of Permian takeaway expectations?

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@CRUDEOIL231 Can SAR track STS shuttle?

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@Big_Orrin Underground cavern visibility was limited even before the war, meaning the implied balance was never really validated.

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@Big_Orrin So much for those who only focus on the ex-China balance.

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@Big_Orrin @Frankenkarl Vol buyers will hate hearing this, and most don’t even know the true size of the buffer.

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@BlueFlameBlues Cash is now trading above October, so there’s not much left until hurricane season lol

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@CRUDEOIL231 Are you assuming they’ll give up yield optionality before autumn even if diesel and gasoline inventories stabilize or start building?

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@CRUDEOIL231 From a macro perspective, does a global recession arrive before we see any meaningful Chinese cavern draws?

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@wolfigcc @CRUDEOIL231 Not sure anyone can really model that.

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@geoffreykarren @JavierBlas Vol owners won’t want to hear this.

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@andrepaltry So, good timing for World Cup?

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@RealGasFundies What about Enstor and Clearlake?

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@Holy_Helicity Will next week stay loose like Easter week? Also, what exactly does “wx adj” refer to here — bottom-up TDD adjustments, or just a simple temperature normalization?

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@DiveBomb321 Natty might be the least interesting commodity right now—everyone who printed in Jan/Feb has already checked out and is on the golf course lol