Thomas Puppe (@puppe_thomas) 's Twitter Profile
Thomas Puppe

@puppe_thomas

European Power Trader since 2012. Thoughts on markets, no investment advice

ID: 1220678646

calendar_today26-02-2013 06:50:09

79 Tweet

67 Takipçi

33 Takip Edilen

Thomas Puppe (@puppe_thomas) 's Twitter Profile Photo

Power demand destruction in IT and FR is diverging. Similar picture in gas. Reason must be more spot indexed consumption in IT. Trade idea? #ongt #TTF #EdF

Power demand destruction in IT and FR is diverging. Similar picture in gas. Reason must be more spot indexed consumption in IT. Trade idea? #ongt #TTF #EdF
Le Shrub🌳🔥🇺🇦 (@agnostoxxx) 's Twitter Profile Photo

My contra-indicator suggests that we are setting up for a long Oil trade. We are only missing Jim, but it's an important factor. Please let me know when he tweets on oil and then we go levered long Energy, like the good ole days🫡🙏

Thomas Puppe (@puppe_thomas) 's Twitter Profile Photo

Still thinking that in 2023 the #EUA trade of the year is not buying before August but selling at the end of August... #OCTT

Thomas Puppe (@puppe_thomas) 's Twitter Profile Photo

#EUA have broken out on the chart, low auction volumes, bullish weather ahead, CTAs about to flip long and improved CDS. Bullish for the next week or two. After that we sell #OCTT

Thomas Puppe (@puppe_thomas) 's Twitter Profile Photo

Bad news for #EUA traders: In 2024 the August auction reduction is gone. Now it's chicken bones all year long 😟 #EUETS #OCTT

Thomas Puppe (@puppe_thomas) 's Twitter Profile Photo

French nuclear maintenance works going well in 2024, Norwegian gas outages the same. Seems the center of incompetence in European energy has moved to IT systems (Epex problem in June) and the grid. Wouldnt be a huge surprise to see a solar overproduction blackout at some point