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Os níveis de armazenamento de gás natural na América do Norte parecem robustos, o que geralmente limita a alta. Alguma visão contrária aqui, talvez relacionada a ondas de frio repentinas ou demanda industrial inesperada? Ou este é um sinal de oferta bastante claro?
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 · Português