I'll short a good storm spike if we get it - still expecting sub $2 at least
briefly in the Fall
|
|
US |
UK |
UK$-US$ |
|
|
JUL |
$2.46 |
$8.49 |
6.03 |
54.05 |
|
AUG |
$2.57 |
$8.63 |
6.06 |
54.95 |
|
SEP |
$2.55 |
$8.80 |
6.25 |
56.01 |
|
OCT |
$2.64 |
$9.07 |
6.43 |
57.76 |
|
NOV |
$2.88 |
$9.93 |
7.05 |
63.20 |
|
DEC |
$3.17 |
$10.37 |
7.20 |
66.00 |
|
JAN |
$3.33 |
$10.68 |
7.35 |
68.00 |
|
FEB |
$3.34 |
$0.00 |
|
|
|
MAR |
$3.32 |
$0.00 |
|
|
|
APR |
$3.29 |
$0.00 |
|
|
|
MAY |
$3.33 |
$0.00 |
|
|
|
JUN |
$3.37 |
$0.00 |
|
|
|
JUL |
$3.41 |
$0.00 |
|
|
|
AUG |
$3.43 |
$0.00 |
|
|
|
SEP |
$3.44 |
$0.00 |
|
|
|
OCT |
$3.47 |
$0.00 |
|
|
|
NOV |
$3.59 |
$0.00 |
|
|
|
|
06-15 |
|
|
|
|
|
|
|
|
|
| COT update non-commercial options + futures |
|
|
Net Pos |
WOW Chng |
Sentiment |
|
|
CL |
+201,002 |
-9,707 |
sl less long |
|
|
|
|
|
|
|
NG |
-107,242 |
-8,890 |
shorter |
|
|
|
this week |
last week |
|
|
|
$ / £ |
1.5707 |
1.5458 |
$ |
lower |
|
|
|
|
|
|
|
US |
higher |
|
|
|
|
UK |
sl lower |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Jan-13 |
$3.33 |
Jun-13 |
$3.32 |
|
|
Jan-14 |
$3.93 |
Jun-14 |
$3.74 |
|
|
Jan-15 |
$4.21 |
Jun-15 |
$3.94 |
|
|
Jan-16 |
$4.39 |
Jun-16 |
$4.15 |
|
|
Jan-17 |
$4.50 |
Jun-17 |
$4.41 |
|
|
Jan-18 |
$4.77 |
Jun-18 |
$4.62 |
|
|
|
|
|
|
|
|
Jan-20 |
$5.24 |
first $5 |
|
|
|
Dec-21 |
$5.62 |
no $6 |
|
|
|
|
|
|
|
|
|
NG Storage Surplus per
Robry |
|
|
|
|
|
|
|
|
|
|
BCF |
change |
chg/day |
|
|
13-Apr |
853 |
|
|
|
|
20-Apr |
857 |
4 |
0.6 |
|
|
27-Apr |
816 |
-41 |
(5.9) |
|
|
11-May |
734 |
-82 |
(5.9) |
|
|
18-May |
719 |
-15 |
(2.1) |
|
|
25-May |
698 |
-21 |
(3.0) |
|
|
1-Jun |
680 |
-18 |
(2.6) |
|
|
8-Jun |
694 |
14 |
2.0 |
|
|
15-Jun |
668 |
-26 |
(3.7) |
|
|
|
|
|
|
|
|
10 weeks total injection - since Apr 1 -199 YOY |
|
19.9/week or
2.8 Bcfd lower |
|
|
|
|
|
|
|
|
