JerGas (@jer_gas) 's Twitter Profile
JerGas

@jer_gas

methane enthusiast; ethane when necessary

ID: 1653446895199739904

calendar_today02-05-2023 17:10:42

2,2K Tweet

761 Followers

677 Following

JerGas (@jer_gas) 's Twitter Profile Photo

the big secret of #natgas is that the s/d balances matter a heck of a lot more than the price in dollars. Grandma gonna freeze/cook isn't something a utility wants to deal with.

VolumeLeaders (@volumeleaders) 's Twitter Profile Photo

$TMF (3x $TLT) - A week or so ago, we go the #5 print at a swing high. It arrived as a dark pool sweep, suggesting both urgency and a desire to remain concealed. When DP sweeps print w/ size, they are among the most immediately actionable trades. Given the price action that

$TMF (3x $TLT) - A week or so ago, we go the #5 print at a swing high.  It arrived as a dark pool sweep, suggesting both urgency and a desire to remain concealed.  When DP sweeps print w/ size, they are among the most immediately actionable trades.  

Given the price action that
JerGas (@jer_gas) 's Twitter Profile Photo

you know, some people in #natgas like to give this guy flak for going on endlessly about bullish fundamentals, but buying $boil at the start of winter and holding for the whole season paid like +80-100%, which is kinda funny.

JerGas (@jer_gas) 's Twitter Profile Photo

The complete insanity that was the 2020-2022 pandemic period made a lot of people forget about just how crazy 2016-2020 was. We haven't even had 100 days of this administration.

JerGas (@jer_gas) 's Twitter Profile Photo

So we all loading the boat with #natgas now in anticipation of sweet sweet CDDs (ERCOT renewable buildout says maybe not yet)

JerGas (@jer_gas) 's Twitter Profile Photo

Looks like another few months of trying to manoeuvre storage into being plump-but-not-too-plump. Given the brutal selloff this month, a 15-25% rally based on "#natgas production concerns" may soon show up soon.

JerGas (@jer_gas) 's Twitter Profile Photo

Well energy stocks certainly suck less now but the trade is probably done for a bit here. Only growth tech gets new highs.