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Ben Smith

@firstenercast

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natural gas fundamentals only

Denver, Colorado
Joined December 2009
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@firstenercast
Ben Smith
@firstenercast
2 days
@SCOTT04418310 rule #2: it's ok to fade blue maps in feb if end of march storage is projected to finish above 1500
@firstenercast
Ben Smith
@firstenercast
3 months
@PzzaSlize @Holy_Helicity @kogasman * fade at your own risk * rules i abide by: 1. never short the first blue maps of season
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@firstenercast
Ben Smith
@firstenercast
2 days
@_silver_boy89 @FirstSquawk non-renewal of Russia-Ukraine gas transit deal
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@firstenercast
Ben Smith
@firstenercast
4 days
@natty_ary07 @NGdaily1 fri night and i'm a few 🍺deep ...so can't do mAthS rn.
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@firstenercast
Ben Smith
@firstenercast
4 days
@USAEnergyNatGas the seller always wins
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@firstenercast
Ben Smith
@firstenercast
4 days
@mmm_btus @NGdaily1 probably not. but it's all we got
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@firstenercast
Ben Smith
@firstenercast
4 days
@jazzygas @trader_118832 @NGdaily1 could prob make a living trading the balance items and ignore everything else
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@firstenercast
Ben Smith
@firstenercast
5 days
RT @ALikhodedov: @JavierBlas @opinion There are 2 extra US terminals already online (Corpus Cristi 3 and Plaquemines 1) - total of 25bcm. T…
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@firstenercast
Ben Smith
@firstenercast
5 days
@cap_zay @SD21_Oregon @Holy_Helicity @CONZF1 @DiveBomb321 1713 per eia
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@firstenercast
Ben Smith
@firstenercast
5 days
@trader_118832 @NGdaily1 looks like they tried to fix it starting Jan31 ...we'll see
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@firstenercast
Ben Smith
@firstenercast
6 days
@Holy_Helicity @DiveBomb321 @CONZF1
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@firstenercast
Ben Smith
@firstenercast
6 days
@DiveBomb321 @CONZF1 @Holy_Helicity park a 200 lot order at $3.4 if that clears ⬆️
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@firstenercast
Ben Smith
@firstenercast
8 days
cheap gas flowing from our 🇨🇦 neighbor will continue without tarrifs for 30 more days
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@firstenercast
Ben Smith
@firstenercast
12 days
jevons paradox will stymie all these optimistic electric utility AI load growth forecasts
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@firstenercast
Ben Smith
@firstenercast
13 days
@natty_ary07 @OCM_C2 yeah, not much elasticity when it comes to heating spaces and running data centers
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@firstenercast
Ben Smith
@firstenercast
13 days
henry hub / ttf spread $12 now $4 in 2028
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@firstenercast
Ben Smith
@firstenercast
15 days
@GringoInvesting thanks. i've only been scraping etf data since 2023
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@firstenercast
Ben Smith
@firstenercast
15 days
@buzzz00 target hit
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