For those that follow me on this and have lost their shirts, I have one word: Double Down!
The previous panic was squashed by that nasty warm typhoon that hit out of nowhere. Of course, these things happen.
Lots of typhoons still rolling in, but not much heat energy. However, we have the weird situation that the northern vortexes are doing the chaos switching thing. The Pacific Vortex should hammer down these plumes.
The general physics forecast is for cold. The US natgas supply can't take a really cold winter. Last winter was moderated by West Pacific Heat Blobs, but still came out as the worst winter ever, by the Winter Misery Index, which includes heating bills.
I give 80% that we will get last year, but with cold interest. The typhoons have a 30% chance of delaying the cold. El Nino follows AI to the grave. 30% chance of heat blobs coming out of nowhere, as they did last year. The whole thing makes a fine Binomial Theorem outcome.
I always write as though people are reading me. A depressing physics evaluation would pop that fantasy bubble. However, people will notice the cold.
In summary, natgas will hit five bucks by the end of November. It will go to ten bucks in the February 'OMG!' panic. No warm cavalry will come to the rescue. My opinion is as good as any other.







