Ax En

@LeopoldHeinrich Why do you always find it colder than the normal weather forecast, and all other forecasts warmer than normal?

#Computer #models are suddenly not so sure about 'mild' anymore.

@thebobbynugget What is your target? WTI $58?

@crudeoilreport War is over, oil drop

#Trump did bomb #Iran, leads me to believe he is thinking of an easy topple of the carrent regime just like in #Syria... not so sure this will happen. We may have another US vs. Iran war brewing. Tomorrow's price of #crude will tell how significant this event is. #OOTT

There is no chance #Trump will bomb #Iran... unless he is convinced that #Iran will fall just as #Syria did... #OOTT

@ZmansEnrgyBrain 233 below a year ago and 163 above the 5-year average

@kogasman I’m pretty sure oil will go down a lot more if OPEC increases production.

Am I the only one who thinks $Oil will only go up by maybe 4~5% and then simmer down a bit more even if there's no further developments? Everyone on Twitter is going crazy bullish.

#natgas #options quiet on the natty front this fine monday...

@PeterOptimisto I think April, May, and June will have a massive build for the storage. Limit upside potential.

Natural Gas #NatGas #NaturalGas After weeks of downward momentum, I am pleased to state the outlook is a little more bullish now! I’ll post more about fundamentals (as opposed to trading) in the next few weeks - and spoiler alert, they are bullish!

@PeterOptimisto Unless China promises buy LNG from USA, which we don’t see it will happen. Otherwise there is nothing good news for bullish.

Natural Gas #NatGas #NaturalGas Natural gas isn’t completely immune from the stock market and it has been weak as stocks fall! The good news is that demand is almost completely immune from a recession!

@PeterOptimisto Do you mind telling me why the weather trend is bullish? I see weather trends is normal. Thx

Natural Gas #NatGas #NaturalGas Weather Trends Bullish: 🦗 🦗 🦗 Weather Trends Bearish: HAHAHAHAHA, SELLING TIME, MEGA GAP DOWN INCOMING, DEGREE DAYS HAVE PLUMMETED!!! 😄😄😄😁😁😁😎😎😎😎😎

@Gasino11 Very soon to find out if you are the winner or a loser when you trade nat gas.

This (red circle) is actually bullish. If you don’t understand this, you should probably still to buying Nvidia and other bubble/Meme stocks. I have never been more comfortable in my long position #natgas

@PeterOptimisto What is your opinion about hotter April?

Natural Gas #NatGas #NaturalGas Powerburn appears to be regressing to 2022 levels! This is particularly sad bc powerburn has provided meaningful domestic demand growth for a while! But shoulder season ends in about two months- and I think things will look better in summer!

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@aha100711 @PeterOptimisto I assume the answer is yes. When the LNG price is high, it might make the natural gas price higher. I saw there was a lot of reasons the price should go down to 3.50 two weeks ago. But it kept going up. I think trading long might be dangerous. But the trend keeps going up.

@AxEn45248848 @PeterOptimisto Until now, EU and U.S. gas prices have moved separately, but now that Europe has hit the bottom and is rising, the U.S. is following?

Natural Gas #NatGas #NaturalGas I have a terrible feeling about tomorrow’s storage report and I suspect it will be really bearish! It just doesn’t seem like the season for good things to happen! But I’d love to be wrong!

@dw_chinese sir

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@PeterOptimisto Well, is it any reasons to maintain the bullish? Weather is not going to help much. Maybe the production and maintenance will cause some bullish. But I already started closing long positions.

Natural Gas #NatGas #NaturalGas I think there will be like another few days or something of BEARISH PULLBACK, starting tomorrow! But keep in mind, it’s in days like these that big gains are made because no one is confident in the bull case!

@PeterOptimisto I am holding a big bag of AR. I think AR has more room to go up than Nat gas contracts. Do you have an idea why the EU TTF is dropping? EU storage is not looking good as well.

Natural Gas #NatGas #NaturalGas While I prefer to buy the actual natural gas contracts, you could buy these super undervalued producer stocks! They’ve done GREAT with $2 prices 👇👇 $EQT Only 102 P/E 🤑 $AR Cheap! 187 P/E $EXE -21 P/E $CRK -22 P/E - not bad!

@PeterOptimisto Are you changing to have a bearish prediction?

Natural Gas #NatGas #NaturalGas Because of how we have a bunch of renewables now, the April-May time frame is probably going to be the most bearish of the year when it comes to storage reports! This happened in 2024 also- the real surplus cutting didn’t happen until summer!

@PeterOptimisto I thought you were looking for -400

I think we’re looking at -300 bcf vs 5y end of March!

Natural Gas #NatGas #NaturalGas Anyone insisting the next few reports will be bearish vs the 5 year average is actually just wrong! Obviously we’ll see what the report says, but the weather just was not that bad!

@CelsiusEnergyFM What is your projection of storage at the end of March? 1700 or 1600?

As a quick-hitting shot of colder-than-normal temperature expands across the East, #natgas demand will top 130 BCF/d today, driving a daily storage draw approaching-20 BCF/day, more than double the 5-yr avg.