short via dgaz 8,35

ne znam, iako mi na 4.4. natty je primamljiv za short, za slijedeči tjedan po sadašnjim projekcijama imam -240 bcf, a ako bude tu negdje , ne bi volio biti u shortu.

…samo daytrade…vani sam 8,8…re-enter 8,30…tight sl…cent…ako bude

JT- Normal weather is not supportive, if you look at what happened last winter it’s backloaded, that may or may not happen but the probability of having March withdrawals like last year are very low. We’ve rallied hard on the assumption that this is a harsh winter, I’ve even read some people looking back 100 years to find a comp. I’m not buying it, I think prices need to stay within reach of pricing in substitution which puts us back below $4 and even 3.50 in places like we’re seeing in some of the basis levels.

Look at “normal March” vs last March and tell me if that type of demand will be supportive. It won’t be. We’re crushing demand here and riding the -eop hopium to multi-year highs even though there are some conflicting issues that are making what is a low probability science even more complex.

It’s really hard to have an entire conversation and I see that we have some sports fans that like to cherry pick comments and then strawman them so I will leave it at this:

If weather moderates to normal (forget about the torch which I’m not allocating a high probability to), we’re looking at a significantly looser market y/y and sub 4 prices for G and I don’t mean 3.95.

premarekt natgas-4.32 + 1.62
vidit cemo rekaciju nakon EIA, ocekujem prvo jako rast, pa hlađenje u popodnevnim satima, vrijeme 11-15 dan okrenulo na bearish, na ovim razinama coal uzima primat, cekam na bidu dgaz nakon eia reporta.

…vidim nabrijanih još

…kao -258B…čekaju

…igra brojki -285B…AJMO BULLSI [emo_namigusa]

…kad će taj skok…evo ga na 7,98

…igra brojki 7,89

-24,97…bijedna 3%…u pađe

…sad ću malo gledati taj dgaz…vidim 7,86…prestrašno [emo_namigusa]