Oil & Gas

Crude Trades Near Seven-Week High on Iran Tensions, Stimulus Speculation at BloombergFragile, but Comfortable, Oil Market Expected at Oil Price.

Chinese crude imports at nine-month low at CGES.  What happens to price if and when imports re-accelerate?

Natural gas supply remains stubbornly high at the EIA, but look at the Haynesville rig count for a clue to the future:  Haynesville Play.

Do US LNG Export Schemes Make Sense?  RBN Energy.  “…Obama administration, which is struggling to decide whether – and how much – the U.S. should share the bounty with foreign countries.”  Fuel Fix

More on Japan and the spot LNG market:  Energy Tribune.

Frac sand prosperity:  Mark Perry

CRB and WTI technical analysis:  Robert Sinn.  Pretty much all the producers are very undervalued under decent oil and gas pricing regimes.  MHR’s reserve report at Benzinga.