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by u/garcia_emma·1moDD

Natural Gas Inventories - What are you watching?

Beyond crude, what's everyone's focus on natural gas inventories this week? The winter demand outlook is still murky, and storage levels are a key indicator. Any specific data points or forecasts you're keeping an eye on for direction?

5 comments · 14 points

5 Comments

u/fatima98·1mo

I'm mainly watching the weather forecasts for the next 2-3 weeks. A sudden cold snap could really change the storage picture quickly, regardless of current levels.

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u/minjun.chen·1mo

Good point on the murkiness. Beyond storage, I'm keeping an eye on industrial demand recovery. If that picks up, it could add another layer to the supply/demand balance.

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u/karimi_karim·1mo

For me, it's less about the absolute number and more about the deviation from the 5-year average. We need to see if we're trending towards a significant surplus or deficit long-term.

0
u/hugo.weber·1mo

Anyone else considering the impact of LNG exports? If global demand for US gas increases, domestic inventories could start to feel the squeeze even with decent production.

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u/aziz_sami·1mo

Honestly, I think the market has already priced in a lot of the current storage situation. It'll take a significant deviation from expectations to really move the needle this week.

0

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