TheSkip

444 nights

[TheSkip @RM22King]

@lng_the Interesting point. Just curious about the methodology behind the conclusion that China is back in restocking mode.
How do you make the link between higher LNG truck prices and restocking specifically? Thanks

[TheSkip @RM22King]

It ain't all good ?🤔

Bloomberg quietly revising its European storage forecast
Base case now at 75% full

#gas #ttf #oil #hormuz #lng

[TheSkip @RM22King]

@RFeynieu Indeed mate! But I only see two being diverted to Korea and Japan. The third one is, for now, still on its way to China

[TheSkip @RM22King]

Guess who's back ?
US cargoes heading to China for June delivery. China had not imported US LNG for more than a year.

signal of a potential recovery in flows? ⚠️
#ttf#gas#lng#gasmarket#oil#brent#jkm#TTF#china#energy#trading

[TheSkip @RM22King]

@jackprandelli How do you get to 145 bcm ?

[TheSkip @RM22King]

@VincentB755 No pressure le boug

[TheSkip @RM22King]

@VincentB755 Le peuple demande la Var ! 😅
GG man

[Pierre Andurand 🇺🇦🇫🇷🇪🇺🕊️ @AndurandPierre]

Dec Brent at $79/bl… down $5 today. $40 under the expiry of May contract. This is 7 months forward. Up $10 only since the start of the war. We will lose at least 1 billion bls of inventories due to that war. It could be a lot more if it lasts longer than expected. Incredible how complacent this market is. And this happens after the strongest Brent expiry ever ($15/bl).

[TheSkip @RM22King]

@buzzz00 In bcf ?

[TheSkip @RM22King]

@RFeynieu @SoonFoundLTD GFS and EC models show cold temperatures well below the 10-year average until the end of January... clearly bullish TTF. But again, it's difficult to predict the weather beyond a few days, so this could be revised upwards or downwards
will see

[TheSkip @RM22King]

@RFeynieu @SoonFoundLTD weather forecasts and by extension, storage forecasts

[TheSkip @RM22King]

@SoonFoundLTD I expect a sharp correction if the forecast is revised! The only risk that worries me is a delay or a problem with the supply, but for now, I don't see anything like that in Q1 2026. Finally, there's the short covering by funds, which remains completely unpredictable

[TheSkip @RM22King]

@SoonFoundLTD However, if we look at the global LNG balance, there is currently enough LNG for Europe, and therefore TTF is certainly trading at a premium compared to JKM but not with such a wide spread. Especially since JKM doesn't seem to be keeping up much anymore..

[TheSkip @RM22King]

@SoonFoundLTD Are you talking about Golden Pass and Corpus Christi? Btw many Thanks for your posts and answers

[TheSkip @RM22King]

@SoonFoundLTD why specifically $8 ?

[TheSkip @RM22King]

@Divs_King Merci 🙏
Tu peux fournir la source de l'étude stp ?

[TheSkip @RM22King]

@PeakTrading Source ?