NK

[John Arnold @johnarnold]

Most of the SpaceX neocloud analysis changes dramatically if you understand that there's a backwardated curve for compute today.

[NK @Dry_Bulk_Daddy]

2026 and 27 global gas oversupply is the theme. This out today, and not priced in to TTF - "Gazprom and CNPC have agreed to increase supplies to 44bcm a year from 38 bcm a year."
"the two have agreed to increase gas supplies via the Far Eastern route to 12 bcm from the 10 bcm."

[NK @Dry_Bulk_Daddy]

@jackschwager @jackschwager there are multiple other traders that have made a yard+ through various market regimes in natural gas over the last 10y. I know a few of them. Not that you need it, but please let me know if you want any intros

[NK @Dry_Bulk_Daddy]

@jackschwager @jackschwager An astronomical amount of money has been made by commodities traders in the last 10 years. The biggest winner has been Citadel's Nat Gas and Power desk run by Chris Foster. Get him in the new book. It would be a fascinating interview.

[NK @Dry_Bulk_Daddy]

implies Artic LNG2 resumption back on the cards too

[NK @Dry_Bulk_Daddy]

Onet has published (allegedly) the key points of the plan for resolving the conflict in Ukraine, which Steve Witkoff handed over to Putin at a meeting on Wednesday.

This included - The lifting of most sanctions + the return of Russian oil and gas supplies to the EU!!!

[NK @Dry_Bulk_Daddy]

DOZENS OF RUSSIAN DRONES ATTACKED GAS PUMPING STATION IN SOUTHERN UKRAINE, INVOLVED IN LNG IMPORT FROM U.S., AZERBAIJAN, UKRAINE'S ENERGY MINISTRY SAYS

[iNewsroom @iNewsroom]

China’s July LNG Imports Rise Again After Months of Decline

[NK @Dry_Bulk_Daddy]

China LNG demand has been poor since Q4-24, but the sustained well above average temps this summer are feeding into LNG imports. July imports are on track to be the smallest yoy decline this year. #TTF #JKM #Natgas

[NK @Dry_Bulk_Daddy]

@LNG_Investor_ Does 95% contracted - on fixed price or floating price?

[NK @Dry_Bulk_Daddy]

@MaheshKhil when are we seeing @MaheshKhil back on stage again??

[NK @Dry_Bulk_Daddy]

@staunovo This seems to be fake. Everything still trading fine.

[NK @Dry_Bulk_Daddy]

@levelsio Truthbomb

[NK @Dry_Bulk_Daddy]

@_TradeJournal 😂

[Marios Stamatoudis @stamatoudism]

This is something that takes years in the game to fully realize.
"We don't trade setups...we trade market phenomena, with setups being an expression of a small part of the whole."

Setups are merely a sporadic expression of an overall phenomenon. Textbook ones are even rarer.
I can't easily articulate how much of a difference it made for me when I shifted my focus to understanding the structural tendencies of the market, its inner dynamics, and underlying phenomena, rather than focusing solely on the setups themselves.

I am confident that, in the long run, you would almost always make money if you deeply understood the structure of the markets, their dynamics, and the common characteristics that make stocks powerful and simply threw a dart at where to buy, with predetermined risk and stop.

Conversely, I am equally certain that, in the long run, you would almost always lose money if you focused solely on setups while neglecting the rest of the iceberg beneath the surface, that gives these setups meaning.

[NK @Dry_Bulk_Daddy]

@Emmonspired @TakeProfitLLC Why do you even bother trading such a small account? Seems like a huge waste of your time.

[Kpler @Kpler]

Chevron Australia is facing new strike action as Altrad employees, who provide industrial and maintenance services, began a 14-day protected industrial action today. The workers servicing Chevron-operated Wheatstone and Gorgon LNG export plants are seeking improved wages and allowances, aiming for a new enterprise agreement that aligns with industry standards.

Despite this, Chevron Australia does not anticipate any disruption to LNG or domestic gas production. Mitigations are in place to ensure that critical activities continue without impact, the firm said. Last year, a 15-day strike had minimal effect on exports, according to #Kpler data. Both facilities shipped 20.51 mt of LNG so far this year, contributing to 33% of Australia's #LNG exports.

Stay ahead of the market with Kpler Insight: https://t.co/EPhnT1GEnE

[NK @Dry_Bulk_Daddy]

@AlphaMind101 @AlphaMind102 would be keen to find out more about this programme

[NK @Dry_Bulk_Daddy]

@moldvayendre Yeah agreed, market narrative seems to be heavily focused on the potential for unplanned maintenance and sustained Asian LNG demand - expectation risks to supply seem to be primary driver of prices at the moment

[NK @Dry_Bulk_Daddy]

@moldvayendre Why do you think front end TTF spreads (Sep/Oct) are as strong as they are given storage is 92%. Any risk premium associated with Norway maintenance/Ukraine transit flows etc should go into the winter months. Purely flow driven?