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JimmyTwoTimes

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  1. 3.90 NG1 is a big line in the sand area for me, April settled a bit above that and maybe gets tested pre-storage release tomorrow. As you said, record storage release expected but its rear view mirror stuff. What’s important is the degree to which salt storage is able to replenish itself next few weeks, with close to all time production highs and no appreciable HDDs save for some cold over the weekend. If you are concerned with shoulder weakness, perhaps you should be, April October spread has come in quite readily and is due for a breather. Also, bloodbath across the pond as TTF summer/winter spread has collapsed from insane backwardation to almost flat. Be careful out there.
  2. Yeah, call skew is off the rails
  3. Seems like this rally has run its course in the short term but any HDD adds over the weekend will provide more fuel.
  4. Great timing, wx went cooler in the 11-15 day, then a pipeline issue got the algos all excited. Heading into a week of much less severe cold, but the inventory release on Thursday will provide much insight into how much salt inventories drew down, and what impact higher prices had on power burns. Should be fun one, keep arms and legs inside the ride at all times.
  5. Balance of the month NG off almost a dollar today. More weakness tomorrow morning unless weather shifts colder overnight. Probably going to be choppy for a while but the market is structurally more balanced thanks to the weather. Higher floor this summer for sure.
  6. Depends where on the curve you are vulnerable. 2026 strip at 4.20 would probably be a place to start.
  7. One can only assume that crawdads were sought first, after fowl of course.
  8. Sorry, meant to add, this stuff is available via Amazon and select retailers for now, they’ll be running a Dry January promo at Sprouts throughout the country. I find them tasty over ice, with an herb.
  9. https://rsrvcollective.com/
  10. Visitor Duneshore Shallows that I picked up at Intersect a few weeks back.
  11. The job of the gas market is to get to 4 TCF in inventory heading into the winter. There were only 2 ways to accomplish this in 2024, neither of which required higher prices or rising (or even flat) production. With the 4 TCF goal largely on track to be accomplished, it will be left to Mother Nature to balance the market this winter. 100+ L48 production and “normal” winter weather are pretty tough to get excited about.
  12. Wifey’s JLC:
  13. Texas Recruiting Notes 2026: Does he live here? I thought he just flew in for games!
  14. 7) Texas played a weak ass schedule (beat SEC champs at their place but, but…oh shit)
  15. I guess I don’t have spaces between my names. Carry on, carry on.
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