Eagle Ford human interest article: Fuel Fix As production ramps higher in a new play, operators get behind before a maintenance level of backlog inventory is found. The Eagle Ford backlog at Eagle Ford Shale.
More on the Russian shale Bazhenovf at Forbes.
Shortages of Guar Gum at 24/7 Wall Street.
Dodge the Bullet. Natgas Supply Overhang Correcting at RBN Energy. Musings: After 7 1/2 Months of Lower Gas Rigs, Production Finally Falls at Rigzone. However, “A report from Bentek Energy, which examines national industry trends, estimates that even if companies stopped drilling new wells in northeast Pennsylvania, production could grow by 31 percent over the next 16 months as the partly drilled wells get hooked up.” at Triblive.
Chesapeake mid-stream sale could be announced this week. Financial Times
Sector relative strength at Bespoke.
“No one knows whether we are headed down to 800 on the S&P 500 within a year, or are going to 1700 by 2013.” ChessNwine. Fed’s Yellen: “Scope remains for further policy accommodation” per Calculated Risk.
While I was putting this post tegether, China cut lending rates for the first time since 2008. See Bloomberg. Think materials stocks.