天然气价格走势与基本面
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看着 $NG 今天跌到 $5.18 又从 $5.075 的低点反弹,我真的在想,最近的价格走势是不是已经远远超出了实际的供需状况,尤其是在天气变化的情况下。我是不是错过了什么关键的基本面信息,还是说目前更多是技术面驱动?如果你有不同看法,请指正。
由原文自动翻译 · 阅读原文 (English)
看着 $NG 今天跌到 $5.18 又从 $5.075 的低点反弹,我真的在想,最近的价格走势是不是已经远远超出了实际的供需状况,尤其是在天气变化的情况下。我是不是错过了什么关键的基本面信息,还是说目前更多是技术面驱动?如果你有不同看法,请指正。
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?
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.
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?
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