Natural-Gas Prices Surge, and Winter Is Still Months Away
https://www.wsj.com/articles/natural-gas-prices-surge-and-winter-is-still-months-away-11631986861
- historically speaking crude oil prices actually do warrant new drilling but companies aren't.
- Why aren't companies drilling more? Lack of money? Why isn't the money interested?

Oil falls as storm-hit U.S. supply trickles back into market
https://www.reuters.com/business/energy/oil-steady-us-storm-hit-supply-returns-slowly-2021-09-17/
- Will Europe be forced to turn to burning fuel oil this winter for electricity when natural gas and coal are too expensive and will that push oil prices up?
- Change in policy could dampen sentiment for movement.

Equinor to pump up gas supply for tight European market
https://www.offshore-energy.biz/equinor-to-pump-up-gas-supply-for-tight-european-market/
- Can Norway save the day for Europe? Perhaps.

Trade group wants restrictions on U.S. natural gas exports
https://www.reuters.com/business/energy/trade-group-wants-restrictions-us-natural-gas-exports-2021-09-17/
- Will restricting LNG exports help curb US natural gas prices?
- IECA says US natural gas prices would need to double from where they are now to spur more drilling. Chemicals, Food, Materials could become more expensive or face shortages.
- Government intervention in terms of promoting natural gas drilling.

Oil giant Shell sets sights on sustainable aviation fuel take-off
https://www.reuters.com/business/sustainable-business/oil-giant-shell-sets-sights-sustainable-aviation-fuel-take-off-2021-09-19/
- How big of a "thing" is this? Crops could be used to feed people - industrial agriculture is NOT sustainable.

China faces a potential Lehman moment. Wall Street is unfazed
https://www.cnn.com/2021/09/16/business/wall-street-evergrande-china/index.html

China’s Evergrande Moment Is Looking More LTCM Than Minsky
https://www.bloomberg.com/opinion/articles/2021-09-20/china-s-evergrande-moment-is-looking-more-ltcm-than-minsky

What is China going to do? Ryan's Read: China will do whatever it has to. Can't seperate this story from Taiwan.

Dr. Dean Foreman and API Monthly Statistical Report
Global natural gas issues:
- For this time of year we have never had higher prices
- Reflects Russian gas inventories are historically low, wind is underperforming & gas needed to prevent brownouts and LNG shipments being snapped up like crazy
- Global natural gas market? Not yet because still so much less being trading internationally than oil
- Rush to get cargoes available.
Domestic natural gas:

- Should be able to drill profitably in every major basin so what's the problem? EIA modelled a healthy drilling response and we haven't seen that. Supply chain issues, risk tolerance issues, workforce issues, policy environment, debt taken on my companies
- Pipeline capacity isn't really an issue. There are some isolated areas that have bottlenecks and there is flaring, but mostly not.
Summer oil demand:
- 23 million bpd of oil demand - higher than 2019.
- Fuels may be switched around (more gasoline and distillate than jet fuel)


Oil falls as storm-hit U.S. supply trickles back into market
https://www.reuters.com/business/energy/oil-steady-us-storm-hit-supply-returns-slowly-2021-09-17/
- Will Europe be forced to turn to burning fuel oil this winter for electricity when natural gas and coal are too expensive and will that push oil prices up?
- Change in policy could dampen sentiment for movement.

Equinor to pump up gas supply for tight European market
https://www.offshore-energy.biz/equinor-to-pump-up-gas-supply-for-tight-european-market/
- Can Norway save the day for Europe? Perhaps.

Trade group wants restrictions on U.S. natural gas exports
https://www.reuters.com/business/energy/trade-group-wants-restrictions-us-natural-gas-exports-2021-09-17/
- Will restricting LNG exports help curb US natural gas prices?
- IECA says US natural gas prices would need to double from where they are now to spur more drilling. Chemicals, Food, Materials could become more expensive or face shortages.
- Government intervention in terms of promoting natural gas drilling.

Oil giant Shell sets sights on sustainable aviation fuel take-off
https://www.reuters.com/business/sustainable-business/oil-giant-shell-sets-sights-sustainable-aviation-fuel-take-off-2021-09-19/
- How big of a "thing" is this? Crops could be used to feed people - industrial agriculture is NOT sustainable.

Dr. Dean Foreman and API Monthly Statistical Report
Global natural gas issues:
- For this time of year we have never had higher prices
- Reflects Russian gas inventories are historically low, wind is underperforming & gas needed to prevent brownouts and LNG shipments being snapped up like crazy
- Global natural gas market? Not yet because still so much less being trading internationally than oil
- Rush to get cargoes available.