Free Natty for Europe

EU natural gas will become very cheap. 

China natural gas demand

China natural gas demand will continue to rise. 

Record Natural Gas Production

They keep producing more and more natgas. 

Too much oil.

Natural Gas Supply to Europe

Natural gas supply to EU is down. 

Natural gas supply and demand

 Why natgas will remain depressed.

Break-even cost curves

Thread about cost curves. 

Silver:

Zinc:

Copper:

Uranium:

Tin:

Oil:

Gold:

Iron ore:

Platinum:

Palladium:

PGM:

Potash:

Lithium:

Spodumene:

Thermal coal:

Met coal: (2024)

Natural gas:

Europe energy consumption

 

Natty Turning Bullish

The probability of higher gas is rising. Gas supply has not been resolved.

China Power Consumption Vs. China Gas Consumption

China's power consumption is correlated to China's gas consumption.

Moreover, lockdowns (visible in airportia data), affect power/gas consumption.

EU Natural Gas Demand

EU natural gas demand is historically very depressed due to the warm weather.

Partly also due to switch to coal.

AECO Vs. HH natural gas

AECO historically followed HH natural gas.

How to spot a bull market in natural gas

Bull trends have strong volume up and weak volume down. 

Canadian Oil and Gas Decline Rates

Pieridae Energy with a decline rate of 8% isn't even listed. How dare they!

 

LNG Price Cap

The EU put a price cap of 180 euro/mwh on natural gas and 35 euro/mwh band on LNG.