Spec, I agree with you about DLS fundamentals. But right now, POI (Brent) is in the driver's seat. And in November, you have two very important meetings on the agenda : OPEC and Iran, for its nuclear program. Also, this week, a risk that Saudis will again lower their prices.
On the positive side, you perhaps noticed the strong rise of gas price on Nymex today, above 4$.
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