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Los niveles de almacenamiento de gas natural en Norteamérica parecen robustos, lo que normalmente limita el alza. ¿Alguna opinión contraria aquí, quizás relacionada con olas de frío repentinas o una demanda industrial inesperada? ¿O es esta una señal bastante clara del lado de la oferta?
I agree that the storage levels are a strong indicator, and it's hard to fight that. However, even a short, intense cold snap in a major consumption zone could create significant price volatility. It's not just about total supply, but also the delivery infrastructure.
While storage is high, remember that global LNG demand can still pull supply away, even if domestic storage looks good. Are we underestimating the potential for export demand to tighten the market even with robust North American levels?
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