Samangean et al,

We get a build of 18 Bcf which is right in between Bentek's expectation of 25 and Robry's of 13. Next week's build should be larger on slightly warmer weather but we'll need to revisit that idea with the HDD numbers Monday AM. Robry's work is showing a very large production response to the two weeks of colder weather. His last two days are showing production of 62 Bcf per day, barely beneath the peak of 63 or so this summer and well above the shut-in numbers of 56 or so in more recent weeks.

My gut says, as per my many prior posts on this issue, that the production response to open pipes has come back hot because shut in wells come back at higher pressures for a bit. Over time, this idea should moderate such that we get winter normalized production of something between 58 and 60 Bcf per day at current or slightly higher rig counts.

Regards,

Peter