#EUAPredict 114

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

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🫡🙏

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

Waiting for the next Lawson Steele tweet… #OCTT

#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

Now short #EUA - weather turning normal soon, auction volumes going up, low industrial activity and power demand #OCTT

#TTF traders had a very good 2022, number of funds active in #TTF is up 50% this year. #ONGT #Crowded

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

Song of the year for me m.youtube.com/watch?v=fA7LTM…

Who remembers the #EUA price floor at 60€? #EUETS #OCTT euractiv.com/section/emissi…

Here we go again… #OGTT #TTF #EUA

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

#EUAPredict 87.5