TKby u/tara_kumar·1moDiscussion

Acción del Precio del Gas Natural vs. Fundamentales

Traducido automáticamente del original · Leer el original (English)

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 · 5 points
SVu/siti.vo·1mo

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·1mo

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?

JPu/jasmine_p·1mo

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?