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Gabriel Castro, CFA
Gabriel Castro, CFA@gabcasla·
$GLNG made a brilliant move last week closing its March-December 2023 and 2024 hedges. This trade generated $140M profit, while retaining TTF upside from current levels Although I don't expect gas prices to skyrocket due to the very warm winter to date, I remain very optimistic
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Gabriel Castro, CFA
Gabriel Castro, CFA@gabcasla·
I expect some industrial demand to come back at current prices and temperatures to return to normal over February-March. On top of that, global supply remains tight until late 2025 and China's reopening will require Europe to raise prices to attract LNG cargoes to refill storage
Gabriel Castro, CFA tweet mediaGabriel Castro, CFA tweet mediaGabriel Castro, CFA tweet media
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Sátrapa
Sátrapa@P0lolo·
@gabcasla El sunk cost es muy fuerte en ti Gabriel. Recoge tus fichas y levantate de la mesa pls!!
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