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08.11.26 - 16:00
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Could One Big Cold Snap Torch Hedge Funds′ Record US NatGas Shorts (ZeroHedge)
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Could One Big Cold Snap Torch Hedge Funds' Record US NatGas Shorts
Meteorologists are tracking a potential cold blast across the eastern half of the Lower 48 next week, just as hedge funds' short-only positions in US natural gas futures have surged to record highs. That crowded bearish positioning leaves the market vulnerable to a short squeeze if colder weather translates into stronger heating demand.The Commodity Futures Trading Commission released data on Friday showing that money managers' short-only positions across seven benchmark Henry Hub contracts soared to 636,576. That marked the third consecutive weekly record and the largest position in data stretching back to May 2013.Record high:US NatGas prices have traded in a tight range between $2.60 and $3.30 since early February of this year.So what are meteorologists looking at?Forecasts have shifted to show colder weather across the Lower 48.The cold is expected to be more pronounced in the Mid-Atlantic and Northeast. Average temperat...
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07.11.26 - 07:24
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Why new LNG projects may not prevent a global gas crunch this winter (Times of India)
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Global liquefied natural gas supplies are facing unprecedented challenges due to ongoing disruptions in the Strait of Hormuz. The International Energy Agency reports that LNG loadings from Qatar and the UAE have decreased significantly. As a result, global LNG output is projected to fall between 10 and 25 billion cubic meters during winter. New projects in North America and other regions may partially mitigate the shortfall....
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05.11.26 - 15:01
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EnBW erhöht Strom- und Gaspreise ab 2027 (DPA-AFX)
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STUTTGART (dpa-AFX) - Kunden der Energie Baden-Württemberg (EnBW) müssen künftig mehr für Strom und Gas zahlen. Der Versorger erhöht zum 1. Januar 2027 die Preise in der Grund- und Ersatzversorgung: Der Haushaltsstrompreis ......
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03.11.26 - 15:03
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The Chart That Should Terrify Brussels: EU NatGas Reserves Could Crater By Winter′s End (ZeroHedge)
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The Chart That Should Terrify Brussels: EU NatGas Reserves Could Crater By Winter's End
Diplomatic signals between the US and Iran ahead of the US midterms sent Brent crude and European natural gas futures tumbling on Monday, but the relief rally has done little to resolve Europe's energy crisis ahead of the Northern Hemisphere winter.Alarmingly low NatGas storage levels at the start of the withdrawal season leave the energy-stricken continent with a very thin supply buffer, increasing its dependence on global LNG markets and its exposure to cold blasts, supply disruptions and price spikes.Germany's 15-year average for this time of year stands at around 91%.At this point, Brussels and its climate cult had better hope that, after years of pushing a false narrative of global warming, it comes true. Perhaps El Niño might help with that.On Tuesday, the International Energy Agency released a new report that warned Europe is entering winter with its lowest NatGas inventories since 2013.The repor...
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