Natural Gas


short term bottom…moguć drugi tjedan…ali gledajući long graf…morao bi pljusnuti do cca
1,55-1,6…to bi bio odličan ulaz…jedan lik kojeg vrlo cjenim kaže 9 mj.ove god….
multi year bottom…budemo pratili razvoj situacije…pozz

ugaz +13.50 %, dobar call za short term bottom.
[thumbsup]

nego kako 15,5 in-out 17,05,nije mi zatvorio 2,12,profit-taking 10% za otvaranje tjedna,
i love this game [wink]

http://us.rd.yahoo.com/finance/external/pssa/SIG=13d0i3rgk;_ylt=AreC6zGHr_oUinM8_hjmSaeiuYdG;_ylu=X3oDMTIxanY2cXI0BG1pdANXaWRlIFF1b3RlcyBNb2R1bGUEcG9zAzM5BHNlYwNNZWRpYVJlY2VudFF1b3Rlc1BvcnRmb2xpb3NXaWRl;_ylg=X3oDMTFvdnRqYzJoBGludGwDdXMEbGFuZwNlbi11cwRwc3RhaWQDBHBzdGNhdANob21lBHB0A3NlY3Rpb25zBHRlc3QD/*http://seekingalpha.com/article/525421-natural-gas-price-spike-will-be-bigger-and-come-sooner-than-expected?source=yahoo


nego kako 15,5 in-out 17,05,nije mi zatvorio 2,12,profit-taking 10% za otvaranje tjedna,
i love this game [wink]

ugaz jucer opet imao dobar dan, je li vrijeme za ponovno prebacivanje u short poziciju?
u 3 dana dgaz – 30%, meni ove razine izgledaju kao zgodna prilika kratkorocno.

razvalilo 2,13 gledam na nešto ispod 2,24,trenutno 2,21X,sjajan rast jučer poslije 1PM


razvalilo 2,13 gledam na nešto ispod 2,24,trenutno 2,21X,sjajan rast jučer poslije 1PM

da, vidim da su i ovi na seeking alfa poceli drukati sve u 16 da nema di ng gdje nego prema gore [lol]
gledam malo dgaz, u premarketu oko 90, padne li ispod jos ja odoh unutra, tebi sta se cini?
kazes u gornjem postu da je za revrse trenda potrebno zatvaranje iznad 2.1., jel moguće da je bottom bio na 1.90 ?

pričamo o short term-u,ja sam danas bio in-out BOIL,5% pađe,nervozan trade danas…
kažem ključ 2,24 zatvaranje…uživam u promatranju trenutno

uh,dobar je ovdje profit-taking,kakva nervoza,ko na uvxy ponekad [lol]


,,,možda bio i jučer…trenutno u plusu cca 0,5%,a UNG i BOIL su oversold do bola;za reverse trenda
poterbno zatvaranje na cca 2,1,pratiti

…hebo ja sebe ako on nije tu bio na 1,9…2002 je došao do 1,85…nekakav double bottom je
imao 2,128 su satrali…danas backtest…closed 2,19,meni lomg graf govori da ovo upravo struže
po dnu,da je upravo krajem 1/3 god. bottom…gledam cikklus od 30 mjeseci…@Mr.
založi se malo,lol,što kažu hebeni gurui…onom mom sa 9.mj.ne vjerujem ništa,lol.
i danas in-out BOIL

[wink]

Natural Gas Weekly Update

Some of the most interesting data is found in this report, since we get estimates both on supply and on demand.

On the supply side, we still see gross production racing ahead of last year by 4.0%. This, however, is turning into a lower and lower year-over-year rate, for instance one month ago, growth stood at 5.8% and two months ago, at 7.6%. Also, since imports are crashing, total supply is now running at just +2.4% year-over-year.

As for demand, not only is demand for electricity generation continuing at a fast pace, +25.1% in the latest week, but something else that was predictable now seems to be happening as well: industrial demand is also growing (+2.3% year-over-year in this particular week), and most importantly, the weather effect on residential is now going away, leading to a fall of just -3.6% year-over-year, whereas a few weeks ago we could easily be seeing -20% changes here. This all translates into demand that’s growing at a 7.6% rate year-over-year.

Conclusion

This week’s updates seem broadly consistent with the assumptions we made when turning positive on natural gas, namely:

Production is starting to converge to the levels hit during 2011, instead of growing much faster;
Demand for electricity demand continues to race ahead at high growth rates;
Industrial demand shows some growth;
Residential demand is normalizing towards 2011’s levels, instead of showing steep drops.

In short, everything is going according to plan, at this point. Yesterday’s drop in futures seems to have been the result of May’s contract expiration, being as it is that some speculators probably couldn’t take physical delivery and had to sell at any price.

http://us.lrd.yahoo.com/_ylt=Ai0owxWH3Q7Ff6AZW9fD8oam3YdG;_ylu=X3oDMTFubWE2aDJzBG1pdANBcnRpY2xlIEJvZHkEcG9zAzcEc2VjA01lZGlhQXJ0aWNsZUJvZHlUZW1wQXNzZW1ibHk-;_ylg=X3oDMTJ0MnFkMW9uBGludGwDdXMEbGFuZwNlbi11cwRwc3RhaWQDMWNlMWQwZjUtMTAxNy0zYWQyLTllNzktNzE4ZTQ3ZTM3ZTlmBHBzdGNhdANuZXdzBHB0A3N0b3J5cGFnZQR0ZXN0Aw–;_ylv=0/SIG=13p54bd3q/EXP=1336826841/**http%3A//www.bloomberg.com/news/2012-04-26/natural-gas-to-climb-as-goldman-sees-output-cuts-energy.html

“We’re going to see production curtailments and an uptick in power demand this summer that will prevent us from reaching maximum storage capacity,” said Scott Hanold, an analyst at RBC Capital Markets in Minneapolis. “Short-term gas contracts can take a beating, but investors have a more constructive view of longer-term contracts.”

Ovo je kljuc po meni, jedini razlog kako bi cijena mogla na nivo 1.5/1.6., je maksimalno popunjavanje storage capacity. Promatrajuci trgovinu zadnjih par dana, dosao sam do zakljucka da je 1.9 bilo dno i da ce tesko ispod toga, zato sam ti i postavio pitanje prije par dana sta mislis je li to bio long term bottom.
U svakom slucaju, pratiti, i puno bolja opcija je trade sa long etf, ung, boil i ugaz. Ne ulazim vise u short trade, preriskanto, nadam se malom pull backu.

naravno sto tako kako je ova zima bila glavni uzrok ovom padu u zadnja 3 mjeseca, uvijek postoji i opcija da El Nino napravi vise problema nego uobicajno, ohladi juzne drzave, da potreba za klimom padne, da demand zakaze.


“We’re going to see production curtailments and an uptick in power demand this summer that will prevent us from reaching maximum storage capacity,” said Scott Hanold, an analyst at RBC Capital Markets in Minneapolis. “Short-term gas contracts can take a beating, but investors have a more constructive view of longer-term contracts.”

Ovo je kljuc po meni, jedini razlog kako bi cijena mogla na nivo 1.5/1.6., je maksimalno popunjavanje storage capacity. Promatrajuci trgovinu zadnjih par dana, dosao sam do zakljucka da je 1.9 bilo dno i da ce tesko ispod toga, zato sam ti i postavio pitanje prije par dana sta mislis je li to bio long term bottom.
U svakom slucaju, pratiti, i puno bolja opcija je trade sa long etf, ung, boil i ugaz. Ne ulazim vise u short trade, preriskanto, nadam se malom pull backu.

…kada sam rekao cca 1,6…to bi bio školski bottom…mid 2006 4,3-mid 2009-2,41-mid 2012 1,6 …treća donja poveznica…to bi bilo…ono…idealno…
…što kažeš daytrade…zakon…btw …ide split na boil …10-tog…čini mi se…pozz

http://www.google.hr/url?sa=t&rct=j&q=natural%20gas%20in%202012&source=web&cd=4&ved=0CE8QFjAD&url=http%3A%2F%2Fseekingalpha.com%2Farticle%2F524061-natural-gas-in-2012-electric-generation-switch-implications&ei=gXCeT__sMYfusgadzMx1&usg=AFQjCNHZ5x3xepWJqSa2HC68870fLoTUmA

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