The US natgas hypothesis, created by me, and only me, and me alone, is that they will be slurping the straws before long. However, we don't really know things like the pressure and flow drop, as it gets emptier, etc.
The spot price is up as people try to bake their turkeys.
Of interest to the hypothesis, is that they are lower in storage than last year. As I have mentioned, nobody can see the Cold Express Train hidden in this little bit of cold that they are making such a rumble about. When the hidden A9 hits, then everybody can just freeze the turkey outside.
The storage has crossed last year's line, but nobody can see that. It will soon cross the average line, and that will be something. The spot price should zoom, as everybody wants to stay warm. I don't see how trumpy can stop this inflation.
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