RE: Natural gas... On a nice rebound23 Oct 2020 17:04
Yes because as I said I follow the US, As I said to you on the other board, the event that is critical (IMO) here is the unwinding of US Shale. Gas was a free bi product and helped create the US LNG export market. Bottom line is, it stuck a lot more gas into the world. That appears to be going into reverse and the best way of tracking that expectation is US gas prices and EIA data. That will cause a strong push on European prices (which we are seeing) and if we can get some poor weather stateside it will cause some decent draws (US gas supplies still very high seasonally adjusted).
You may look at things differently but I explain this to you for the second time now, feel free to disagree, but I am not stupid, and the US price is relevant and well worth watching.