ako mislis na dgaz, nesto si krivo vidio, nije moguc toliki rast, danasnja minum ili 52 weak low je 2.74,
ja cu ovaj put probati malo duzi period biti unutra, osim ako vrijeme opet ne donese naznake polarne hladnoce, prosli 2-3 mjesec je bili iznadprosjecno hladno i pull backovi EIA su bili izrazito bullish, sumnjam da se moze ponoviti takva hladnoca u tom vremenskom razdoblju 2 godine zaredom, sto znaci da bi sad neko vrijeme year to year konacno trebali zaredati bearish inventory report
…uf…drama…sreća da imam…što…ma najbrži prst folksi 3,93 utop
…riskiram do jajca…dobro je 5%…+ 58…onih=63%…ajd ciao!
budite spremni, ovaj cet cemo imati zadnji spike prema gore i onda medo dolazi po svoje.
storage:
same week last yr: -131
5-yr avg: -133
*note: avg and last year storage figures are calculated using this historical data-set provided by eia:http://ir.eia.gov/ngs/ngsstats.xls
my current estimate is -250 bcf
We’re not likely to repeat last spring.
March alone could be a 200+ bcf variance vs 2013.
Roughly speaking last March pulled over 400 bcf and we had a pull in April. Assuming any wx loosening there would be a massive variance vs. 13 over this period. Putting pressure on April, May and cash. Considering the storage needs October should develop a significant premium to April and May.
Reply With Quote