without a doubt US NG is now in a structural bull. not a short I'd want in any way given NGs ability to rip faces
US NG for as long time was a regional market drowning in oversupply. spikes were an ez short
But all BTUs are linked - and in a world where the best solution to crushing energy shortages appears to be 5+ yr new small nuclear power facility builds - there's some decent chance US NG finds a new materially higher long term base price
but for now its a disequilbrium move - massive yaw between cautious and bullish price views until price shows some long term stability
without a doubt US NG is now in a structural bull. not a short...
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