a*****1
发帖数: 3134 | 1 Because every week the estimate of withdraw is below the actual number. Why?
Because there is organic growth in terms of end use this year. The model is
based upon the temperature heat map and the usage relationship in the past
10 years. It was a good model in the past until now. The model is out dated.
Do your math, the supply is shrinking and usage is going up. Next Thursday
after 10:30 am, people will realize that and will be panic buying NG and
related companies. If you draw the line based upon the new number, by mid
April, the storage of NG will dip into 5-year low.
It is that simple. | V******n
发帖数: 881 | 2 oh boy, last week I told you natural gas was losing its momentum at 3.5 and
you didn't listen to me. now its heading to 3.2 and in April/May it will be
around 3
Why?
is
past
dated.
【在 a*****1 的大作中提到】
: Because every week the estimate of withdraw is below the actual number. Why?
: Because there is organic growth in terms of end use this year. The model is
: based upon the temperature heat map and the usage relationship in the past
: 10 years. It was a good model in the past until now. The model is out dated.
: Do your math, the supply is shrinking and usage is going up. Next Thursday
: after 10:30 am, people will realize that and will be panic buying NG and
: related companies. If you draw the line based upon the new number, by mid
: April, the storage of NG will dip into 5-year low.
: It is that simple.
| a*****1
发帖数: 3134 | |
|
