05
Oct
In The Wrap So Far
1) Wrap table
2) A look at declining gas drilling with a comparison to natural gas
3) Dry Bulk Shippers
4) Refiners
U.S. Natural Gas Rigs Fall Below Year Ago Levels. According to Baker Hughes the n umber of rigs drilling for gas in the U.S. fell to 1,431, one rig shy of year ago [...]
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05
Oct
We've been spending quite a bit of time delving through some areas normally ancillary to the site in the last two weeks including dry bulk shippers, tankers and rails. We've also been taking a hard look at the refiners, harder than the street is I'll bet given the black and white, hot and cold nature [...]
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