---
title: "Energy!"
url: https://independentstockanalysis.com/energy/
description: "The Bakken discount narrows ( Bloomberg ) as does WTI-Brent: ( Bespoke ). Thoughts on some Bakken operators: Million Dollar Way Supermajors find the…"
published: 2012-05-03
updated: 2012-05-03
---

# Energy!

Published 2012-05-03

Posted on

by

J.J. Butler

The Bakken discount narrows ([Bloomberg](http://www.bloomberg.com/news/2012-05-01/bakken-oil-discount-narrows-as-work-will-limit-alberta-output.html)) as does WTI-Brent: ([Bespoke](http://bespokeinvest.squarespace.com/thinkbig/2012/5/2/lower-gas-prices-this-summers-coming-blockbuster.html)). Thoughts on some Bakken operators: [Million Dollar Way](http://milliondollarway.blogspot.com/2012/05/idle-chatter-thoughts-on-four-operators.html)

Supermajors find the decline treadmill moving to fast: [24/7 Wall St](http://247wallst.com/2012/04/27/chevron-follows-conoco-exxon-on-production-declines-cvx-cop-xom/)

Crude broke out two days ago and an updated chart would show a re-testing of the flag: [Global Macro Monitor](http://macromon.wordpress.com/2012/05/01/crude-breaks-out-of-bullish-flag/)

Natural gas bottom calling continues to be fashionable: [Business Insider](http://www.businessinsider.com/this-must-be-the-generational-bottom-in-natural-gas-2012-5) Meanwhile, my essay suggests associated gas production is the problem: [Seeking Alpha](http://seekingalpha.com/article/541421-natural-gas-depressed-by-associated-gas-production)

US shale gas production is crowding out Canadian imports: Cool [EIA](http://www.eia.gov/todayinenergy/detail.cfm?id=5410) chart.