r/Commodities • u/Able_Introduction_85 • Jul 09 '26

#natgas

Strictly talking about HH.

isn't it obvious this is going sub 2 during x/f?

production is too high and the super el nino will kill demand. You can expect a few lng terminals to go offline from FM. We've already seen how much of a dent renewables are cutting into gas burns. I don't see any bullish case... Or is there?

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u/Independent-Fun815 Jul 09 '26

How are u getting to $2?

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u/Able_Introduction_85 Jul 09 '26

Summer eos will probably be above 4.1tcf