natural gas
Discussion was broadly bullish on natural gas’s strategic importance and prices outside the US, citing geopolitical disruption, tight storage and strong LNG demand. Arthur Berman described imported-gas dependence as socially and politically destabilising, while David Hay highlighted a large US/European and Asian price gap and booming US LNG exports. Positioning was more mixed: managed money turned sharply bearish in Henry Hub, although crowded shorts could support a rally, and some Asian power plants were switching from LNG back to coal. 310185
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
16 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 4 mentions
- Jeffrey Currie ++ 2 mentions
- Walter Bloomberg 2 mentions
- Tracy Shuchart (𝒞𝒽𝒾 ) 2 mentions
- David Lin 2 mentions
- Peter Boockvar 1 mention
- Will Thompson 1 mention
- Dan Nathan 1 mention
See what your own voices say about natural gas, every morning.
Start a desk