Total Essay

Finished my loss harvesting for this tax year..... expect I'll see Trump and Pezeshkian holding hands soon enough

“Yes, we’ve lost everything too, okay? What do you need?” the utility worker replied, according to the transcript. Moments before the incident, staff from Red Electrica and utilities saw “voltage oscillations” and a “few units with inertia in the system”, the recordings showed.

>“at no point indicates that the system had low inertia due to renewables [...]" >The “first generation disconnections” occurred in the distribution network, which was not managed by the TSO but by the utilities Wow! what sort of generation is on the distribution network btw

@thun @tmarzecmanser True but I would assign this a remote possibility given how neccesary cross-border flows are for security of supply.

@TotalSA2 @tmarzecmanser Yeah, well, you’re also not supposed to just invade other countries. In tense moments you never know where the reflex goes.

NAM’s Dutch low-cal storage units Norg and Grijpskerk need to be fully empty this year, due to ACM rules around the retirement of GasTerra and demise of Groningen. If you take these two out of the equation, storage in the Netherlands is 13% full rather than 6%. #TTF #natgas #LNG

@thun @tmarzecmanser There is no storage nationalism allowed within the EU so the political boundaries don’t really mean much.

@tmarzecmanser Those storage percentages never made since without absolute figures (per capita) as context.

I’m a 35 year old alcoholic, do you know how to avoid getting obliterated on THE/TTF

Yeah we’re range bound… with the range of these missiles, Iran is bound to hit Norway tomorrow

@Gasino11 @bluegoldr @DiveBomb321 In #TTF we gave up on looking at short term fundamentals years ago

@bluegoldr @DiveBomb321 lol even in a war all people care about is the weather. Crazy threats in destroying LNG in the Middle East permanently, but traders only price in the BCF delta on the models lol. It’s quite funny if you think about it

SUNDAY #NATGAS FUNDAMENTALS •Sunday’s 12z weather models are mixed vs Friday’s 12z results. •GFS is relatively neutral (-2 bcf). •ECMWF is very bearish (-27 bcf). •In absolute terms: Over the next 16 days (inc. today), GFS projects consumption to average 74.0 bcf/d (mostly below the norm). Over the next 15 days (inc. today), ECMWF projects consumption to average 73.5 bcf/d (slightly below the norm). •Dry gas production is currently estimated at 109.3 bcf/d (+0.6 bcf/d from Friday). •LNG feedgas flows are currently estimated at 18.6 bcf/d (-0.3 bcf/d from Friday). •The net impact on my near-term storage level outlook is bearish. Therefore, my storage level outlook will be revised higher. •On Friday, HH spot VWAP was $3.04 per MMBtu. •Fundamentally, NYMEX natural gas is expected to gap lower at the Globex open, driven by reduced demand projections from the ECMWF model. However, geopolitical volatility in the Persian Gulf may provide a floor for prices, tempering the extent of the decline.

How do you lose a yard on the/ttf winter?

BAM! I lost all your money Dmitry

If TMM appears on the news, fix your unit rate NOW

@seb_kennedy Agreed! I was being a bit sarcastic this morning but probably wasn't taking it seriously enough

@TotalSA2 I was thinking reputationally. But seeing the extent of the damage, I’m wondering if the cost of rebuild will be prohibitive. Mad scenes.

How exactly does Qatar ever recover from this?

Centrica do not deserve this shout out

@Gasino11 I have found this, but it is nice to know that when all is said and done, there is a reliable career in window licking left to take up

Generally speaking, in my professional capacity, 0.1% of the people I meet are mentally retarded. On X, 51.7% of the people I meet would do a better job licking my neighbours window than making investment allocation posts on here. Please share if you agree with this sentiment? Can I really be the only person who thinks this app has some horrible attraction to those with a lower IQ? #natgas

@Gasino11 I needed structural long against my weed hydroponics cost and now make more money from spamming the index than from my trademark Amnesia Kush

Ok team, Share in the comments how you got into trading #natgas? It’s a niche area, tell me about your first trade!

@SStapczynski I was told there was going to be a glut. Où est mon glut??

Shell says LNG demand could grow by as much as 85% through 2050 🌍 🚢 Asia is expected to be the main driver of demand, and further investments in new projects will be needed in the 2030s and 2040s to meet higher consumption, Shell said

@tmarzecmanser @EnergyPunk888 Does a Russian controlled entity or a BRICs buyer have the available shipping to move e.g. Yamal to Asia. I think not

@EnergyPunk888 Correct. But the shuffle of vessels would lead to a temporary decline in LNG arrivals into the EU, which would lead to the TTF support.

On Friday night, two days after Putin suggests Russia #LNG is directed to Asia over Europe, Novak confirms the gov has adopted the plan. Let’s be clear: This is specifically designed to tighten the #natgas market, increase volatility and lead to further gains on #TTF. #ONGT 1/2

@lng_the Winters 22 23 24 25 have shown that europe can muddle through

But no matter what happed the global gas market is tighter for next year and especially next winter in Europe 3/4

You're not ras laffan now

As in it looks like they activated this today

Has the FT blocked archive.ph and other robots that it was allowing past the paywall?