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U.S. natural gas (price) plunges as Freeport LNG pushes back restart plan (till mid November)
Seeking Alpha ^ | Aug. 23, 2022 | Carl Surran

Posted on 08/23/2022 12:04:48 PM PDT by BeauBo

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Maybe somebody noticed when the mid term elections were, and wanted to delay the expected domestic price rise from increased exports, until afterward.

Spot price for gas dropped about 5% after the announcement - not a "plunge" in the big picture, but big for a day trader.

1 posted on 08/23/2022 12:04:48 PM PDT by BeauBo
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To: BeauBo

There has to be a political reason, since cutting back on production should raise the price, not lower it.


2 posted on 08/23/2022 12:07:50 PM PDT by chajin ("There is no other name under heaven given among people by which we must be saved." Acts 4:12)
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To: chajin

Less export means more in the US.


3 posted on 08/23/2022 12:11:26 PM PDT by Revolutionary ("Praise the Lord and Pass the Ammunition!")
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To: chajin
There has to be a political reason, since cutting back on production should raise the price, not lower it.

The logic is, if this export terminal can't resume full operations until November, then that extra gas will remain in the USA, thus depressing prices.

4 posted on 08/23/2022 12:12:51 PM PDT by PGR88
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To: PGR88; Revolutionary

Thank you, I should have seen that


5 posted on 08/23/2022 12:13:21 PM PDT by chajin ("There is no other name under heaven given among people by which we must be saved." Acts 4:12)
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To: BeauBo

With restart delayed, prices now drop? I am not following.


6 posted on 08/23/2022 12:13:26 PM PDT by Reno89519 (FJB. Respect America, Embrace America, Buy American, Hire American.)
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To: BeauBo
So they need the Natural Gas Liquification plants in the US to produce LNG, plus the LNG ships to transport from the US to Europe, plus the LNG deliquification plants in Europe to put gaseous NG into the European pipelines.

All in time for winter to replace the NORD Stream I and II gas pipelines from Russia.

Starting in November doesn't leave much time to transport that much gas to Europe.

7 posted on 08/23/2022 12:17:11 PM PDT by Yo-Yo (Is the /Sarc tag really necessary? Pray for President Biden: Psalm 109:8)
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To: chajin
How suspicious was the fire on June 8? Was that political?

Off topic: I’m not sure about how to think about this. I caught a little of CNBC yesterday. They were like cheerleaders for higher natural gas prices. My home is heated by natural gas, I’d like to be cheaply warm this winter. On the other hand, Europe may be a little on the chilly and expensive side. The selfish side of me says avoid exporting to keep my fuel bills down. That, of course, is no real solution. The real solution is to fully tap the massive reserve of natural gas in America. There’s plenty to around and keep prices low in America. It kinda sucks for Europe tho. They have to pay a premium on imports from the US.

8 posted on 08/23/2022 12:21:34 PM PDT by ConservativeInPA ( Scratch a leftist and you'll find a fascist )
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To: Reno89519
With restart delayed, prices now drop? I am not following.

it appears as though exporting our natural gas to Europe raises the domestic natural gas prices for American peasants.

A tax, if you will, to support stupid decisions made by the child-leaders of the EuroPeeing Union.

9 posted on 08/23/2022 12:22:51 PM PDT by kiryandil (China Joe and Paycheck Hunter - the Chink in America's defenses)
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To: Reno89519
This is an export terminal so there will be more gas remaining in the US for a few months. Prices should go up in Europe because of this.

Good news for me because I have a gas contract renewal in October with an early cancellation penalty so I can't find a new supplier until then. Hopefully it will still be a few cents lower then.

10 posted on 08/23/2022 12:23:40 PM PDT by KarlInOhio (If Hitler invaded Hell, I would make at least a favourable reference of the Devil...-Churchill)
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To: BeauBo

NIPSCO - Northern Indiana Public Service [Gas & Light] just announced a massive price increase to consumers starting September 1st.


11 posted on 08/23/2022 12:24:52 PM PDT by EC Washington
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To: Reno89519

There is a supply glut in the USA, while export is choked off. That terminal was 20% of America’s total capacity to load ships for export.

Once they are exporting that volume again, domestic supply won’t be as overfull.

There is a huge discrepancy between US prices, and International spot prices. When producers can physically get their product exported, they can get much higher prices for it.


12 posted on 08/23/2022 12:28:27 PM PDT by BeauBo ( )
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To: chajin
"There has to be a political reason, since cutting back on production should raise the price, not lower it."

It will lower the price of gas in the US but raise it in Europe. Turnip Winter is coming for Germany and a lot of the EU because the export of Russian oil to the EU through the Ukraine is about to be impossible.

13 posted on 08/23/2022 12:29:54 PM PDT by WMarshal (Neocons and leftards are the same species of vicious rat.)
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To: EC Washington

It looks like everyone is going to be paying much higher prices for natural gas this Winter, Worldwide, because of Russia’s invasion of the Ukraine.

It will likely be much worse in Europe and Japan than in the USA, but retail prices could double or more in the USA, compared to last Winter.


14 posted on 08/23/2022 12:33:33 PM PDT by BeauBo ( )
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To: KarlInOhio; Revolutionary; PGR88; Reno89519; chajin; Yo-Yo; ConservativeInPA
This is an export terminal so there will be more gas remaining in the US for a few months. Prices should go up in Europe because of this.

Right.

I just checked TTF Netherlands LNG futures.

The price jumped from 74.00 per mmBtu in December last week to 83 bucks per mmBtu in December today.

Those Euro kids are screwed.

Henry Hub [domestic] is at 9.25 per mmBtu. A rough calculation for your natgas bill COG [cost of gas] is 10% of the Henry Hub mmBtu price - about 92 cents per therm.

Tack on your ready-to-serve charge and distribution charges.

Our COG per therm last winter was between 30 and 35 cents, for reference. It may be over a buck this winter, thanks to the European dipsticks.

15 posted on 08/23/2022 12:33:51 PM PDT by kiryandil (China Joe and Paycheck Hunter - the Chink in America's defenses)
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To: EC Washington
NIPSCO - Northern Indiana Public Service [Gas & Light] just announced a massive price increase to consumers starting September 1st.

The Biden-European Union Price Hike.

16 posted on 08/23/2022 12:35:16 PM PDT by kiryandil (China Joe and Paycheck Hunter - the Chink in America's defenses)
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To: kiryandil

Gonna be a cold, expensive winter for Hans Christian Andersen.


17 posted on 08/23/2022 12:40:24 PM PDT by crusty old prospector
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To: chajin

That is confusing to me as well.


18 posted on 08/23/2022 12:47:19 PM PDT by matthew fuller (Murrill McLean Award, for cowardice by a Policeman, shooting of 12 lb. Mini-Dachshund. Danville, VA)
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To: kiryandil

Maybe Greta can share tips on keeping warm without fossil fuels.


19 posted on 08/23/2022 12:50:54 PM PDT by Reno89519 (FJB. Respect America, Embrace America, Buy American, Hire American.)
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To: BeauBo

Are Feederal inspectors behind this?


20 posted on 08/23/2022 1:02:08 PM PDT by inchworm (al )
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