Trending Content - Equity Research Forum
| +41 | Q&A - Equity Research | 22 | 4h |
| +39 | Why do you want to be a sector-lead analyst? | 13 | 1w |
| +27 | Struggling on my internship | 4 | 1w |
| +25 | ER outlook | 7 | 2w |
| +22 | Full-Time Equity Research Recruiting | 5 | 2w |
| +14 | How do you actually trace second-order effects after a market event? | 7 | 6d |
| +13 | Pivot from Top European Engineering to Equity Research: Strategy Review | 6 | 2h |
| +10 | Which masters after Equity Research | 4 | 2w |
| +6 | Do you have what it takes to be a good publishing analyst? | 1 | 5d |
| +5 | London MS ER SA 2027 | 6 | 2w |
Career Resources
I should clarify - I'm speaking specifically to Henry Hub NG
It depends on this coming winter. If we get very cold winter, I would expect prices to go higher to $3.50, otherwise I would expect to trader around $3-$3.25. There is so much gas and we haven't seen any sign of slow down in production. Currently, coal to gas switching is supporting the price.
Yeah, I was wondering if we've seen the majority of the coal-to-gas switching already occur? NG is used primarily for cooling days, so demand could possibly slacken a little in the winter? I guess the concern is that there are fewer and fewer rigs that are producing more and more NG. Couple that with the administrations pressure on coal and it paints a potentially grim picture. Coal seems to become competitive with NG at ~$3/MBtu so can NG really maintain these lows?
Yes, majority of switching has occurred, but coal prices are going down too so at $3.00 or higher I would expect switching to slow down.
I could still foresee sub $3 / Mcf gas at the turn of the year, $3.50 is feasible but seems optimistic.
Anyone know how the ibanks construct their forecasts?
Adipisci vero ut ut quia. Unde accusantium voluptatem sequi doloremque incidunt. Dolores porro et nihil libero. Sit quia cumque possimus at. Earum in expedita error et debitis illo.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...