Natural Gas Puke Edition - Winter Natural Gas Volatility But In The Summer hfir.com/p/natural-gas-…

OPEC+ crude exports ended the month flat vs May. But overall exports are higher y-o-y by ~1 million b/d. Saudi, UAE, and Kuwait are increasing crude exports, while Iranian crude exports dropped in June (due to delay in loading).

Our crude storage estimate for this week's EIA oil storage report.

(WCTW) OPEC+ Gameplan (Part 2) hfir.com/p/wctw-opec-ga…

Dallas Fed Energy Survey: If the price of WTI oil were to be $50 per barrel over the next 12 months, what do you expect to happen to your firm’s oil production from June 2025 to June 2026? #oott

(Idea) Our #1 Metallurgical Coal Stock Pick - Warrior Met Coal $HCC By Jon Costello hfir-ideas.com/p/idea-our-1-m…

Everything You Need To Know About The Latest US Oil Market Data hfir.com/p/everything-y…

$HCC Warrior Met Coal is a buy for a multi-year holding period. My take: hfir-ideas.com/p/idea-our-1-m…

$AMR: the torqued alternative to $HCC amid rising met coal prices. hfir-ideas.com/p/idea-alpha-m…

Dear Weather Gods Heat dome. Please let it happen. Sincerely, Natgas bulls

Net gas supplies are down ~2 Bcf/d y-o-y. Strong LNG + Mexico exports. Stalling Lower 48 gas production. Balances are going to tighten quickly in July. We need the heat dome in the 10-15 day turn into a reality.

#Opec+ eight member states with additional voluntary production cuts (V8) said to have agreed to raise the production cap by 548kbpd for the month of August #oott

OPEC+ unwinds production cut by 548k b/d.

One more truncated production increase, and the voluntary production curtailment is done.

#Opec+ V8 production vs production quota in mbpd #oott