Bret Walts – Page 99

Good afternoon everyone, below is your latest PM Energy Report: https://soundcloud.com/user-931581162/12-2-22pmenergy/s-97yrX6Ms0mF?si=df67b6c4568a4bba9fc23fe48c90790c&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing 12_2_22_PMenergy

02

Dec

By Bret Walts

12-2-22 AM Energy Report: Warmer trends overnight. Pattern remains favorable for colder air Mid-Dec, but discussing risks. B.

Good morning everyone, below is your latest AM Energy Report: https://soundcloud.com/user-931581162/12-2-22amenergy/s-N07nnZ30EGV?si=c5b87639a675487ba8c138905542838c&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing 12_2_22_AMEnergy

01

Dec

By Bret Walts

12-1-22 PM Energy Report: Slightly cooler in week 2 on midday EPS. Overall thoughts remain consistent. B.

Good afternoon, below is your latest PM Energy Report: 12_1_22_PMEnergy

12-1-22 AM Energy Report: Colder than normal pattern continues to show up for second week of Dec in US. Europe very cold. B.

01

Dec

By Bret Walts

12-1-22 AM Energy Report: Colder than normal pattern continues to show up for second week of Dec in US. Europe very cold. B.

Good morning everyone, below is your latest AM Energy Report: 12_1_22_AMEnergy

30

Nov

By Bret Walts

11-30-22 PM Energy Report: Colder air, above normal demand for second week of December. B.

Good afternoon everyone, below is your latest PM Energy Report: 11_30_22_PMEnergy

30

Nov

By Bret Walts

11-30-22 AM Energy Report: Run-to-run volatility continues, but higher demand, colder air still on tap in week 2. B.

Good morning everyone, below is your latest AM Energy Report: 11_30_22_AMEnergy

29

Nov

By Bret Walts

11-29-22 PM Energy Report: Notable colder trends mid-late week 2 with data picking up on pattern shift to cold. B.

Good afternoon everyone, below is your latest PM Energy Report: NOTE: We are going aggressively colder than model guidance on this latest run. Trends were in the right direction especially in the Pacific and match with our thoughts into mid-December well. The risk to this is that the cold could…