“Of the natural gas consumed in the U.S., about 40 percent moves on KMI pipelines” and the amount of gas produced and shipped via pipelines in the US just keeps rising….
Category: Premium Articles
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Subs: Friday’s Links
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Subs: Bank of America
The thesis continues to unfold…………
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Subs: DC Circuit and 6th Circuit
Some interesting and positive developments
So the house budget is out and while sparse on details, it does provide some information on their plans for the GSE’s.
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Subs: Transco Expansion
WMB’s Transco pipeline is a monster (it is in fact the largest nat gas pipeline in the US). The article below illustrates its scope and its potential. The Marcellus Shale formation is currently log jammed with capacity unable to get to end users, especially in the SE. Several significant expansions on Transco by Williams will allow gas to come out of storage in Marcellus and to end users.
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Subs: Rig Count and Oil Prices
“Davidson” submits:
The Baker Hughes Rig Count rise has been one of psychological drivers of lower $WTI thinking.
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Subs: GGP Buys Sears Locations
The bear case here has long been that SRG would get too many SHLD locations “dumped” on them by SHLD and this would overwhelm the company and management. This goes back to the value of SHLD’s real estate.
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Subs: Sale Completed
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Subs: Wednesday’s Links
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Subs: Transcript
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Subs: Income and Jobs
Both are rising and the consumer’s balance sheet is in the best shape it’s been in for the last 30yrs……
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Subs: Thursday’s Links
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$65 A Barrel?
“Davison”” has been saying oil inventories are not doing what people think they are for some time now.…..seems other are now catching on.
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Subs: FHFA Goals
I’m not sure how these goals are met if Fannie and Freddie are privatized…..