It's going to be very difficult to see how inventories can fix themselves before the end of the injection season and into the withdrawal season. A whole lot of shale gas that's produced to day is literally wasted. And for logistic reasons, at the time those wells and oil fields were developed, they didn't have a good way to get the gas out of there. So they flare it off.
MacroVoices Erik Townsend and Patrick Ceresna welcome Adam Rozencwajg to the show to discuss how the world has entered the early stages of a global energy crisis that will take many years to resolve, and he brings some absolutely fascinating insights about U.S. natural gas prices and much more. https://bit.ly/3S8nClc
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