September 2026Live view →
On the record
last 30 days · 6 positionsPermian Basin +2.0 · 1diesel +2.0 · 1associated gas +2.0 · 1Gasoline +1.0 · 1U.S. -1.0 · 1gas market -2.0 · 1
Latest positions
- JKJohn KempBullish on Gasoline A diesel export ban or strict quota would disrupt joint refining and push gasoline prices up. “U.S. gasoline production would likely be disrupted causing prices to rise if the government bans or severely restricts exports of diesel” Open the post U.S. diesel export controls would threaten domes… · 28 Sept
- JKJohn KempAgainst on U.S. Kemp argues the government is unlikely to enforce a total diesel export ban, or keep it long, because of the risk of gasoline shortages, preferring quotas or voluntary limits. “the government is unlikely to enforce a total ban or maintain it for very long” Open the post U.S. diesel export controls would threaten domes… · 28 Sept
- JKJohn KempStrongly bullish on diesel Kemp expects talk of a diesel export ban to push diesel prices higher and worsen shortages by encouraging hoarding and preemptive exporting. “Talking openly about a diesel export ban before or without imposing one is likely to make price rises and shortages even worse” Open the post Dysfunctional policymaking: Talking openly about… · 23 Sept
- JKJohn KempStrongly bearish on gas market Kemp expects U.S. gas prices to stay lower for longer as production outpaces LNG terminal completions and inventories build. “Record U.S. gas output forces prices lower for longer” Open the post Record U.S. gas output forces prices lower for l… · 2 Sept
- JKJohn KempStrongly bullish on associated gas Kemp says associated gas output from Permian oil wells keeps growing, boosting total U.S. gas production. “U.S. gas production continues to grow as output is boosted by the increasing amounts of associated gas coming from oil wells” Open the post Record U.S. gas output forces prices lower for l… · 2 Sept
- JKJohn KempSharply improving on Permian Basin Kemp sees Permian Basin associated gas volumes increasing, driving U.S. supply growth. “the increasing amounts of associated gas coming from oil wells in the Permian Basin underlying Texas and New Mexico” Open the post Record U.S. gas output forces prices lower for l… · 2 Sept
Their output
62 in September 2026Mon 31Tue 29 · 4Thu 1
Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
See what your own voices say about John Kemp, every morning.
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