---
title: "Natural Gas and Coal Seas"
url: https://independentstockanalysis.com/natural-gas-and-coal-seas/
description: "High storage masking ‘fundamentally balanced’ US natural gas market: FBR at Platts : “ The record amount of US natural gas in storage is masking a…"
published: 2012-09-25
updated: 2012-09-25
---

# Natural Gas and Coal Seas

Published 2012-09-25

Posted on

by

J.J. Butler

High storage masking ‘fundamentally balanced’ US natural gas market: FBR at [Platts](http://www.platts.com/RSSFeedDetailedNews/RSSFeed/NaturalGas/6615009):

“*The record amount of US natural gas in storage is masking a “fundamentally balanced” gas market this year and one that will be under-supplied in 2013 and 2014, FBR Capital’s natural gas analyst said Friday.*
 *“We estimate that the natural gas market is fundamentally balanced this year and [will be] under-supplied by 1.5 Bcf/d during 2013,” FBR’s Rehan Rashid said in a note to clients.*
 *“Without a significant increase in rig count during 2013, the market in 2014 could be under-supplied by 3.2 Bcf/d and cause storage to end 2014 at ultra low levels.”*

Consultant: End of Central Appalachian coal mining is nearat [SNL](http://www.snl.com/InteractiveX/Article.aspx?cdid=A-15870371-12080).

Irony: Coal Era Beckons for Europe as Carbon Giveaway Finishes at [Business Week](http://www.businessweek.com/news/2012-09-21/coal-era-beckons-for-europe-as-carbon-giveaway-finishes).

Continue to avoid coking coal: Another Blow to Coal Stocks; Analyst Still Can’t See the Bottom at [Barron’s](http://blogs.barrons.com/stockstowatchtoday/2012/09/24/another-blow-to-coal-stocks-analyst-still-cant-see-the-bottom/?mod=yahoobarrons).

“China is fast becoming a price setter for thermal coal after overtaking Japan as the world’s biggest importer of the fuel last year.” [WSJ](http://blogs.wsj.com/dealjournalaustralia/2012/09/24/china-coal-pricing-to-hit-aussie-miners/)

All signs point to Cloud Peak, in which I still do not have a position. Well, almost all signs:

Coal fight looms, Keystone-like, over U.S. Northwest at [Reuters](http://www.reuters.com/article/2012/09/23/us-coal-keystone-idUSBRE88M07F20120923).