Jer @jer_gpt
Joined May 2023-
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Who's excited to see what a summer long weekend #natgas cash session can do here?
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Well energy stocks certainly suck less now but the trade is probably done for a bit here. Only growth tech gets new highs.
Gonna be really funny if #natgas just chops around $3-3.50 all summer and contango kills $boil
What's gonna happen to #natgas if freeport doesn't come back quickly? 👇
#natgas traders on the 30min countdown here
Looks like another few months of trying to manoeuvre storage into being plump-but-not-too-plump. Given the brutal selloff this month, a 15-25% rally based on "#natgas production concerns" may soon show up soon.
Looks like another few months of trying to manoeuvre storage into being plump-but-not-too-plump. Given the brutal selloff this month, a 15-25% rally based on "#natgas production concerns" may soon show up soon.
So we all loading the boat with #natgas now in anticipation of sweet sweet CDDs (ERCOT renewable buildout says maybe not yet)
Long winter #natgas here feels like a better bet than long almost anything else...why shouldn't I trust it?
The complete insanity that was the 2020-2022 pandemic period made a lot of people forget about just how crazy 2016-2020 was. We haven't even had 100 days of this administration.
The complete insanity that was the 2020-2022 pandemic period made a lot of people forget about just how crazy 2016-2020 was. We haven't even had 100 days of this administration.
you know, some people in #natgas like to give this guy flak for going on endlessly about bullish fundamentals, but buying $boil at the start of winter and holding for the whole season paid like +80-100%, which is kinda funny.
you know, some people in #natgas like to give this guy flak for going on endlessly about bullish fundamentals, but buying $boil at the start of winter and holding for the whole season paid like +80-100%, which is kinda funny.
Jer retweeted
$TMF (3x $TLT) - A week or so ago, we go the #5 print at a swing high. It arrived as a dark pool sweep, suggesting both urgency and a desire to remain concealed. When DP sweeps print w/ size, they are among the most immediately actionable trades. Given the price action that…
$TMF (3x $TLT) - A week or so ago, we go the #5 print at a swing high. It arrived as a dark pool sweep, suggesting both urgency and a desire to remain concealed. When DP sweeps print w/ size, they are among the most immediately actionable trades. Given the price action that… https://t.co/YZKVwaWBiw
the big secret of #natgas is that the s/d balances matter a heck of a lot more than the price in dollars. Grandma gonna freeze/cook isn't something a utility wants to deal with.
the big secret of #natgas is that the s/d balances matter a heck of a lot more than the price in dollars. Grandma gonna freeze/cook isn't something a utility wants to deal with.
I think you can be bullish X5H6 #natgas and allow for some near term shakiness in prompt and JV25.
Close enough. #oott
$XLE might still have $90 in it, we're back at the bottom of what's been a really tradeable range. #oott
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