Ben Smith

natgas

[Ben Smith @firstenercast]

i built a natural gas pipeline critical notice alert system: https://t.co/QcL3a5u3qd

free tier covers most needs.
real-time tier for those who need more.

still in beta — DM me and i will start you at 50% off if you need real-time.
-- Ben

[Ben Smith @firstenercast]

why no new gas storage?

1. virtual storage:
ducs/choking tech enable just-in-time prodx

2. flat domestic demand:
weather-driven res/comm needs haven't grown

3. export release valve:
flows stay home if HH > TTF/JKM

[Ben Smith @firstenercast]

in past 10 yrs.....
natgas storage capacity is up +1%,
while overall natgas market has grown +45%

[Ben Smith @firstenercast]

in past 10 yrs.....
natgas storage capacity is up +1%,
while overall natgas market has grown +45%

[Giovanni Staunovo🛢 @staunovo]

U.S. natural gas storage capacity increased slightly in 2025 https://t.co/bRlmOmwm0f

[Ben Smith @firstenercast]

@BrynneKKelly blackcomb/rio bravo/hugh brinson can't come fast enough

[Ben Smith @firstenercast]

upon further inspection (comparring to multiple yrs), looks like aprox normal maintenance by cameron

[Ben Smith @firstenercast]

cameron lng appears to have completed maintenance 1 wk early

[Ben Smith @firstenercast]

what's going on w canada's natgas production?
sub-$1 aeco all those yrs finally catching up?

[Ben Smith @firstenercast]

new IEA report out today.
summarized 2026 LNG outlook:

previous view:
supply growth +3.9 bcf/d > demand growth +2–3 bcf/d = modest glut

current view:
Qatar outage/delays remove 2–3 bcf/d, erasing the anticipated oversupply and leaving the global LNG market close to balanced

[Ben Smith @firstenercast]

quick summary of china domestic natgas production
-- data from their national bureau
* May2026 estimated

[Ben Smith @firstenercast]

@OilHeadlineNews

[Ben Smith @firstenercast]

@SynMaxEnergy the chart is showing new additions not seen in 860M data, but via satelite?

[Ben Smith @firstenercast]

@SmallCapScience you promise "$NG1! will trend higher as US exports arbitrage global prices."

[Ben Smith @firstenercast]

@natgaskneel lol, good catch. i'll swap the colors to better match the move

[Ben Smith @firstenercast]

i built a natural gas pipeline critical notice alert system: https://t.co/QcL3a5u3qd

free tier covers most needs.
real-time tier for those who need more.

still in beta — DM me and i will start you at 50% off if you need real-time.
-- Ben

[Ben Smith @firstenercast]

@HFI_Research yeah, most 2026 production forecasts i've seen look like a hockey stick...relativley flat until Q4 when all the new perm pipe comes online

[Ben Smith @firstenercast]

EIA STEO: "We expect production to keep rising through 2027, with associated natural gas output increasing as higher crude oil prices support more crude oil production."

[Ben Smith @firstenercast]

@BrianSozzi odds are only 34% of soh reopening by jun30

[Ben Smith @firstenercast]

cameron lng running normal seasonal maintenance.

sabine's annual lng maintenance is questionable.
cheniere's ceo mentioned at cera wk conference that they could delay maintenance until fall of 2026

[Ben Smith @firstenercast]

@GringoInvesting i think that headline was based off articles like this, showing limited cargos moving covertly through soh using hidden, smaller tankers with transponders off, alongside ship-to-ship transfers, to bypass https://t.co/kUXxzlPa5N

[Ben Smith @firstenercast]

@cap_zay social media war > real war