Diterjemahkan otomatis dari aslinya · Baca versi asli (English)
Tingkat penyimpanan gas alam di Amerika Utara terlihat kuat, yang biasanya membatasi kenaikan. Ada pandangan kontrarian di sini, mungkin terkait dengan gelombang dingin mendadak atau permintaan industri yang tidak terduga? Atau ini adalah sinyal sisi pasokan yang cukup jelas?
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?
Traderforum · Bahasa Indonesia