J.T. Marlin @DjangoContango
Joined July 2014-
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@NashSevereWx Any thoughts or major differences in Gatlinburg?
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@josh_vath @SteveFrechette4 I'm curious: of the .7bcf of flaring how quickly can that gas get to market? How much/if any new production is ready to come to market. Are we displacing .5bcf or 1bcf of current Perm flows and moving them to the Gulf?
@josh_vath @SteveFrechette4 It is definitely bullish Waha but it's already priced in the forward curve. The better question is if the Waha forward curve is correct. Oct Waha is trading roughly $1.00 tighter to the Hub than current cash. Is that enough?
@jlhemmings I agree that the demand story gets overshadowed by production. My point is there is unused capacity on the MX side as well. Either due to not hitting specific demand centers, lag in fuel conversion, etc. I just wouldn't plan on a 2.1 increase in mx exports next year.
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