I was just thinking that they whacked it real good last month fora dime and this time they may want their dime back with interest. you never know. ( at least I dont)
+1 more colder stuff coming. I was talking about the week of nov 15-the week for this report. it was coldish but not that bad
hey zach, go check the most recent 13f for folks like GS, Chanos, Deutsche Bamk, Bank of Amerca positions on being long on gas related and get back to us with what you see. my advice is have the pepto handy.
+1, we gonna get freeze offs no question. we got a lot less when production was mainly offshore but now with all the land based stuff its gonna happen.
maybe they get the net today.....or another fake out......anybody think that what we've seen since 1:50pm monday was a big fish that was allowed to cover essntially for a day. Seems pretty stinky to me.
ok will do despite PB projections, cots market timer going bullish and GS's long bet.
not a big fan of day trading here as well. Looks like someone other than us has seen and started to digest PBs update. big fish is gonna fight like crazy but it will all be over by friday
the way I see it, right now the big fish feels cornered and doing everything they can to unload. should be an interesting day. if you got patience you'll do fine.
I'm pretty sure we saw a premium applied to ugaz yesterday. I wonder why ? another site is talkin about the massive OI on gas and if we get the conditions we gonna see a squeeze. GS 13f is another sign something is afoot here
ok a quick check on the eia spreadsheet and you have to go back to 2009 to see a demand cycle start with peak storage this low. once the gas traders figure this out they gonna go ape poop.
some data... looks like we heading for 3810bcf max gotta check when was the last time we started demand cycle that low. could also be another record to to be below 3800 bcf so early in demand season but have to check.