冬季天然气库存水平

北美天然气库存水平看起来很充足，这通常会限制上涨空间。这里有没有什么反向观点，比如与突然的寒潮或意想不到的工业需求有关？或者这只是一个相当明确的供应侧信号？

2 comments · 14 points

VSu/vsiddiqui·14d

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.

WZu/wei_zhao·14d

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?

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