The possibility of a Santa Claus rally: Cam Hui.
“There are a number of possible Utica deals on the horizon, with some values potentially rivaling the approximate $15,000 per acre that Chesapeake previously announced.” Wow! UG Center
Bakken Oil, MLPs Drive Fast-Changing Refinery Sector at IBD. CNQ management, however, forecasts the Brent/WTI to diminish. If so, run from the refiners. ISA is skeptical.
Energy Stat of the Week: Raymond James. The rig count moved little: Haynesville Play.
Natural gas summery and outlook: RBN Energy. The full report.
Natural Gas Weekly Update: EIA.
China’s economy in Q3: the good, the bad, and the absurd at Sprach. China China China at All Star Charts.
Fed watching: Yellen’s quiet revolution at the Fed (Reuters) contrasts Fed’s Plosser opposes more bond buying at Marketwatch.
For John: Buffett, Einhorn boost stakes in GM at the Detroit News.
Just maybe the industry will be able to get all the Bakken oil to refineries: http://www.rbnenergy.com/from-a-famine-of-pipeline-to-a-feast-of-rail-giving-thanks-for-bakken-delivery