Yesterday was Day#2 of Benposium, the annual Bentek conference being held at the Houstonian hotel in Houston. It was another day when I could attend the sessions as a participant, which is considerably harder work than it sounds. Between Tuesday and Wednesday there were seven outside speakers and 15 breakout sessions with Bentek analysts, each repeated twice over the two days. They went deep into natural gas, crude oil and NGL markets. After 48 hours of Benpo 2012, my brain is full. And there is one more day to go.
Rather than getting into the gory details of all these presentations, I thought it would be a good idea to take a page out of Cramer (that would be Cramer's Mad Money, not Cosmo Kramer) and do a lightning round on all of the major themes I heard across the two days.