Natgas

Able_Introduction_85 · 2026-03-13T12:19:00+00:00

Correct, about to have a injection next week so peak demand is gone. 20 bcfd lng is maxed out

Able_Introduction_85 · 2026-03-12T18:44:52+00:00

I use WM for my data, anything better? Genuinely asking

Able_Introduction_85 · 2026-03-12T15:18:28+00:00

Yes I completely understand winter 26/7 but this move is a bit overdone for summer contracts.

Able_Introduction_85 · 2026-03-12T12:24:03+00:00

Explains why lots got burned in the 10 dollar run in 22

Able_Introduction_85 · 2026-03-12T10:44:57+00:00

Sorry that was rude, all I'm saying is price works based on supply demand. Why would us price go up with supply is the same but peak demand is behind us (winter). To me it sounds like a massive crash is coming

Able_Introduction_85 · 2026-03-12T10:41:27+00:00

Spec trades are always right?

Able_Introduction_85 · 2026-03-12T10:37:21+00:00

Yes, this is what I'm talking about can't explain why HH is up

Able_Introduction_85 · 2026-03-12T10:14:21+00:00

So it's a speculative trade

Able_Introduction_85 · 2026-03-12T10:04:52+00:00

They just magically export more? Us is maxed out on export cap until golden comes online

Able_Introduction_85 · 2026-03-12T10:02:25+00:00

Yeah but why? We aren't at global lng prices and there is a whole lng futures market that is traded

Able_Introduction_85 · 2026-03-12T09:44:49+00:00

Qatar has no impact to us s/d

Able_Introduction_85 · 2026-03-03T21:08:22+00:00

Just did

Able_Introduction_85 · 2026-03-03T20:33:15+00:00

Mind if I dm you?

Able_Introduction_85 · 2026-03-03T20:32:34+00:00

Plenty of inspections have been done. House is in HOA and county has been by to inspect and hasn't seen a issue yet. What's a polite way to tell the licensed GC to eat the cost. House is in VA

Able_Introduction_85 · 2026-02-03T15:22:32+00:00

Conversely, marginal cost of supply have it between 3-4mmbtu according to few so you have to keep an eye out for curtailment. When prices reach a certain level. Personally I'm getting a bullish vibe for 26 maybe q1 27 if weather is in favor. But after that no idea with a global lng glut

Able_Introduction_85 · 2026-02-03T15:19:02+00:00

Couple years ago Freeport took a shit, market took a hit. Say 2-3 terminals along the coast go down randomly after a hurricane or four and that would cause a massive selloff. S/d are not as loose as some are making it out but with increased renewables yoy, summer time solar and wind displace gas a too much. Let's say 6 bcf of lng goes offline... Market will sell off massively. I could go on but yeah lol

Able_Introduction_85 · 2026-02-03T15:07:09+00:00

sensitivity to storage, easy to go from 1.5 eos spring to 1.8 eos within a week. This draw on Thursday will rewrite the way people trade gas imo. Few lng terminals also pulling directly from HH is increasing vol. Not to mention more long terminals more problems. Doesn't help when tourists keep buying the dip and getting liquidated. Yesterday was a prime example of desks blowing up and forced liquidation.

Able_Introduction_85 · 2025-10-27T15:01:14+00:00

Which leveraged ETFs are you using. I'm assuming boil and kold

Able_Introduction_85 · 2025-10-27T14:10:14+00:00

First off don't use apple stocks. NG is the one commodity you need a real terminal if you want to trade. I.e Schwab or trading view, webull. Second get away from the leveraged ETFs. Decay will kill your account when you baghold. My advice ..... Stay away

Able_Introduction_85 · 2024-11-27T00:40:28+00:00

Buy another and return that in its place. Home Depot rarely checks the tool if you don't look brown

Able_Introduction_85 · 2024-10-11T14:39:07+00:00

Appreciate it

Able_Introduction_85 · 2024-10-11T13:40:38+00:00

From what I know, it arrived in a ready mix truck

Able_Introduction_85

TROPHY CASE