今年北美天然气的一个简单评估。关于温度的预报都是瞎子算命,完全可以不用看。里面提到的几个宏观因子都过于宏观,不是交易天然气的好参考。
Winter 2019-20: BI Media
(Bloomberg Intelligence) — The natural gas market faces a difficult fundamental backdrop this winter, in our view. Frigid weather will be needed to offset weak sentiment, with equity valuations and representation in market indexes plumbing multiyear lows. While U.S. gas consumption will increase, elevated production and ample storage, along with
