Hi CeeJay,
Thanks for the update !!
Early estimates seem to come right in at your 50 build estimate !! Everything I have seen seems to be in line with your thoughts on Rig count and Production.
I don't think the Storage fiddling/swapping is completely over yet, but another injection like what is expected this week ought to do it ??? Then things get interesting .... It won't take long to "fill up" what storage is left. Roasting Rabbit out of Texas this summer and 16 early Hurricanes may not solve the problem unless the Producers really get serious about cutting back production !!!
Now that J is essentially all finished, I note that K has fallen a healthy dime today.
We'll see what happens ........
Good Luck,
Thanks, Lee