---
title: "Energy"
url: https://independentstockanalysis.com/energy-2/
description: "US rig count +20. Anyone want to challenge the assumption the 27 oil rigs gained will produce more (associated) gas than the 7 gas rigs dropped?…"
published: 2012-05-07
updated: 2012-05-07
---

# Energy

Published 2012-05-07

Posted on

by

J.J. Butler

US rig count +20. Anyone want to challenge the assumption the 27 oil rigs gained will produce more (associated) gas than the 7 gas rigs dropped? [Haynesville Play](http://www.haynesvilleplay.com/2012/05/us-rig-count-20-to-1965.html)

Natural gas at $4+ gets gas rigs back. [Haynesville Play](http://www.haynesvilleplay.com/2012/05/more-on-qep.html)

US coal consumption and exports: [EIA](http://www.eia.gov/todayinenergy/detail.cfm?id=5990)

[Raymond James Energy Stat of the Week](http://www.raymondjames.com/Branches/c2c/7ho/Whittakercooper/resource.asp?page=energy_stat.htm)

The energy stocks are one standard deviation off relative to the S&P 500. [Frank Holmes](http://www.usfunds.com/investor-resources/frank-talk/apple-is-a-want-global-resources-are-needs/)

Northern Oil [Q1 results](http://www.northernoil.com/sites/default/files/NOG%20Q1%202012%20Earnings%20Release.pdf) and they [term out some debt](http://www.northernoil.com/content/create-press-release-93).