Rage Against Commodities
@energyfundys
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All things commodities from fundys to flows . Self proclaimed Weather Expert 20+year survivor
Joined February 2021
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@WSJ
Late Friday news dump. What a surprise. I look forward to the Monday announcement from KSA that nothing had been decided
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@douglewinenergy
The problem is new base thermal is not being built because intermittent wind and solar have artificially decreased prices due to incentives
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@PolybiusChamp
@NYSComptroller
Clear evidence that the higher you raise the tax rate the less revenue you collect . We are allowed to cross state lines
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@anasalhajji
Is destabilization in Middle East that cause the small pop . What happens if Israel decides to throw some bombs in Iran ? How much does oil go up ?
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@cltomlinson
@HoustonChron
Can’t build new ng and coal because of renewables crushing the price . At end of day renewables are unreliable and we all know that
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For all who care about the physical market . Next day HH is 2.38/2.48.. weighted average so far 2.79. Balmo is -58 cents back
#henryhub
#naturalgas
#commodities
#energy
#oott
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@MassachusettsWx
Is this going to be another year where the models warm the 1-10 day and cool the 11-15 . Delay delay delay
#wxtwitter
#natgas
#ung
#boil
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Most of my posts of late have been from the bearish side which based on
#futures
falling off a cliff was correct . Here is a little nugget for the bulls
#natgas
#boil
#ung
#Commodities
#xle
#powerburn
#coal
#oott
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@VoteBruceNL
@corgipapi1
Tough call. Prob open near Friday low as we retrace that euro weather pop on close . Should set tone for the week
#natgas
#energy
#henryhub
#oott
#boil
#ung
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@VanIsleInvestor
The biggest perma bull in the market is finally throwing in the towel . First bearish thing I’ve ever heard him say . Sounds like Mid 60’s incoming
#wti
#brent
#uso
#commodities
#oil
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Market still barely short overall. If weather doesn’t show up market will move lower on long liquidation
#natgas
#ung
#boil
#energy
#commodities
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Near record production over the weekend
#natgas
#boil
#ung
#commodities
#oott
#lng
#permian
#marcellus
#xle
#wti
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@SCweather_wx
Looks like we are in for a perma 11-15 cold look and 6-10 day fail .
#wxtwitter
#natgas
#boil
#ung
#oott
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@EnergyCynic
Shale is still making money . If we don’t get declines beginning of Q1 it will get ugly
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@JayaBajpai17
If we don’t get weather market will force a real shut in this time . Last year we didn’t go low enough in price in Q2
#natgas
#boil
#ung
#commodities
#xle
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@douglewinenergy
Units have been running very hard with the heat . Of course they will break . Not sure what other reason you think is the cause
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@AndurandPierre
@RandPaul
The same “experts” that got us involved in Vietnam, Iraq, and Afghanistan . The US per usual carries all the weight while Europe pretends to help . I wonder if your long oil position has something to do with your desire to keep volatility in this region
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@JustinWx
2009-2010 was a ridic cold winter with a -nao for most of it
#natgas
#wxtwitter
#energytwitter
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@otcengine
Given current fundy setup market is still not short enough imo . Producers will hammer all rallies in summer unless this prod comes off which is always a possibility. Cal25 is a separate beast and never like a trade where the market is so one sided
#natgas
#xle
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@NickDeIuliis
Partly due to freeze offs of shallow well gas production as well. But agree these are the events that test the green agenda.
#batteries
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@kogasman
@joshjtrades
@CalifornaGPT
@Gertrud09084848
Weather doesn’t matter for one of the most weather dependent commodities on the planet
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@NycStock
@GoshawkLeopard
Weather backed off in the 6-10 and added in 11-15 . Not sure how market is going to take that with production so high .
#natgas
#boil
#ung
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@romanchuk8
@DiveBomb321
@PaulSaladino7
Everyone always leaves out coal switch and renewable build
#natgas
#oott
#boil
#ung
#commodities
#renewables
#coal
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@Holy_Helicity
Biggest reason we didn’t get to 4.0 is the extreme heat in the south central these past few months .
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At some point we have to acknowledge all of the wrong forecasts of production falling off a cliff which would lead to high pricing .
#natgas
#commodities
#energytwitter
#energy
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@EnergyPeddler
@CaptnJoeMuskeg
It’s almost like clockwork . Whatever Europe decides to do on their open will be reversed by our open .
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@JoshuaKitson4
I almost spit out my coffee with this tweet . There is a big difference between academic studies and trading . We are here to make money, not prove an academic study.
#natgas
#gobacktoschool
#trading101
#thinskin
#theworldneedsditchdiggerstoo
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@silktrade
This is NatGas not crude 😂. NG traders don’t know about inflation but we do know about max pain
#natgas
#commodities
#boil
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Something to share over Thanksgiving Thank me later for humming this song all day 🤪
#thanksgiving
#natgas
#grateful
#50cent
#uzbek
#itsyourbday
#instagram
#xle
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@PSworldwide13
Market needs other countries in OPEC to participate . If all we get is an extension of cuts by SA it’s not enough . Non Opec production too strong
#crude
#energy
.
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33 years ago today Milli Vanilli are stripped of their Grammy for lip syncing
Ironically today pop stars lip sync live shows routinely
#RandomThoughts
#notjustnatgas
#lipsync
#ThisDayInHistory
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@SergioChapa
The regulators love these unexpected shutdowns of a facility that has a track record of safety issues . I’m sure it will be back super fast :)
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@RealGasFundies
Hmm when is it going to show up or are we struggling with efficiency during high temps?
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@PaulSaladino7
Don’t we normally see a drop in Tuesdays ? Also you are going to need more than a typical drop. 2-3 bcf minimum on a 7 day rolling average imo
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@QLD891
@MattBro17643363
@VoteBruceNL
@ZmansEnrgyBrain
Unfortunately this is
#natgas
and bottom pickers have been killed since the beginning of time . Bears > Bulls
#energy
#fintwit
#boil
#ung
#henryhub
#BAYC
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@DiveBomb321
@NatGasTrend
Freeport is too erratic I think is the issue . But we haven’t seen a full facility drop in a long time. It could be back up later today or down til March .
#natgas
#henryhub
#freeport
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