I posted on January 9th about the disconnect between the price for shale acreage and natural gas prices. Natural gas was $3.00 per mmbtu at the time of the post. Today I see that NYMEX Henry Hub natural gas futures are under $2.35 per mmbtu. I'm not sure what's behind the plunge.
Update: Here's a CNBC article on why natural gas prices are falling. Basically a warm winter and plenty of supply.
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