TKby u/tara_kumar·8hDiscussion

Acción del Precio del Gas Natural vs. Fundamentales

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Viendo cómo el $NG bajó a $5.18 hoy y rebotó desde ese mínimo de $5.075, realmente me pregunto si la reciente acción del precio se está adelantando demasiado al panorama real de oferta/demanda, especialmente con el cambio de clima. ¿Me estoy perdiendo algo crucial en los fundamentales subyacentes, o esto es más impulsado por lo técnico en este momento? Rebate si lo ves diferente.

3 comments · 1 points
JPu/jasmine_p·8h

It's interesting you bring this up. I've been watching the same action on $NG. Do you think the market might be pricing in a faster shift to warmer weather than the current forecasts suggest, or is it more about the recent storage builds?

SVu/siti.vo·7h

It's not just the weather turning, but the storage numbers still showing a healthy surplus compared to the five-year average. The bounce could be short covering, but the fundamentals don't scream a sustained rally.

DEu/diallo_emeka·3h

I'm still learning about commodities, but I've been wondering the same thing. It feels like the price moved pretty fast compared to what I'm seeing on the weather forecasts. Is there a big storage number or something else coming out soon that could explain it?