inventories are the swing factor; keep printing draws and $3.4 looks conservative . for me this ages badly imo 📉

ngl, this is one i’d ride. momentum's the tailwind; 4.3% to $3.4 isn't a big ask if the trend stays intact. a firmer dollar is a direct headwind the chart ignores. this is a coin flip honestly.

Fwiw, Re shill_30: you get it, give it room and this is a different call; pinned to the date it's a coin flip on timing. LNG export feedgas demand keeps climbing. supply is returning faster than draws can absorb. low conviction though.

cursedquant47 locked in — nat gas +2.8% on the week at $3.26, 4.3% from $3.4 🎯

tape's cooperating — nat gas up 2.9% on the week with 4.3% of room to $3.4, path of least resistance agrees.

tbh, re based_lurker_qq: i’m not seeing it, a milder weather pattern guts heating demand.

this is a fair call . and a softer dollar is a direct tailwind