Gloomy news from Platts for NG bears. Looks like high prices won't cure themselves yet.
The latest observation is that high NG prices aren't prompting large scale fuel switching to coal.
And the fuel switching that is occurring seems to be drawing down coal stocks, which might boost coal prices going into winter and maintaining headroom for NG prices.
Well, that was unexpected. The front-month October 2021 contract surged a massive 35 cents or +7.6% on Wednesday to settle at $4.91/MMBTU, after briefly topping $5.00/MMBTU intra-session. The close wa
"In the past few years, we've used the supply/demand dynamic on a forward basis and traded the bias. For example, if the projected supply/demand is in a deficit, we would be biased to the bull side, a
