A good barchart ENERGY overview new article down the bottom = ++++ replingy conan as so many words & views , opinions facts? without getting too forensic (as I am moreso input every day = - In investing usually the bigger ones have the best stability / profit/ backing / growth etc = beach big tick Contracted gas prices act somewhat as a hedge, a certainty of profit, & busyness, some high some low. The macro EU is a basket case with gas with Russia gas withdrawn etc There is viking area gas as there is also been libyian piped gas. Germany has two offshore gas hubs and soon more hubs to offload waiting ships. But as EU is trying to skimp and save volumes as in gas deficit even with a milder weather as now ? but what will weather and industry do= A little of gas is also in UK and Spain but they also in deficit & Spain trying to feed EU with shipped in to be built pipes over to France= Uk is stressing right out as state funded concessions with energy as even their food near 18% higher, food going to be a wow thing = In Usa their integrity not matter as what is the case with their soverign energy storage depleted by hundreds of millions. yet still diddling. The US is having a mild weather at the moment also but that whether may get a cold change>>> Pricing with hydrocarbons are so doddgie as depleted soverign stock needing refilling and running out of integral options. Ironic as war season soon whatever that may be in EU & world and what the soverign stocks were and when there for = China is to growth mover and they are getting majority piped Russian gas but other collateral asian growth is also expecting gas demand. There is so much in macro as whom remembers opec as what they were there to do ? a buffer from usa all rule? they a gonner= What has USA got over opec? or over whom? freedom? But there is also micro and gas in oz, the banning of years in onshore & fracking in VIC (so OTWAY will kick ass or the different contracting domestic in WA? yet as of the 2020 export onshore deal BPT and its 50% partner contracted to export humongous amounts when the project comes together, maybe a few weeks lost and a few 10's of mills but projects are usually $$$ tested= as beach sharing that stress with another mighty sized co 50% 50% but a small hick up in scale of things & prices demand etc as it will be a cash cow whenever up & pumping profit. But entering a oz stress monies etc in economies beach is pumping profit & growth in a energy sector that is lagging with investment of bigger projects.The gas depletion of supplies and reserves to come online is worrysome for the oz gov in the ACCC report ? deficit = & yet BPT coming online with contractible extra energy feedstock (otway etc...even WA domestic expected more demand (although 50% project export mainly? WA has a different domestic contracts. There is so much info required to fully understand energy is types needs and storage . use etc but gas the cleanest hydrocarbon and good in firing up as gas cooking/heating/hotwater etc and oz has relative good existing pipe/feed/monitoring infrastructure in the mainly a base loader= Gas is also so valuable in its desired characteristics in industry? if any left in oz= But you can get more & more forensic in reports and numbers and use supply/demand / projections policies etc hoped words helped somewhat as I am still not input beach enough and a little oz energy rusty? GAS and oil here to stay for many years with BPT YET = A$ CERTAINTY= https://www.barchart.com/story/news/13800906/certainty
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