Valor Analytics

#natgas #wti options analytics platform and reports for traders
[email protected]

[Valor Analytics @otcengine]

@benhylak agent-browse and chrome with dev tools work fine with claude code cli

[Valor Analytics @otcengine]

@stevehou Have you heard of @comma_ai USD 999 one time fee and works on 300+ cars?

BYD is so confident they offer full liability protection on their smart driving system?

Tesla isn't the only player with self driving

[Valor Analytics @otcengine]

@thsottiaux xhigh should not mean, even a simple git commit takes 10-30 mintues

[Valor Analytics @otcengine]

@cjzafir You can call codex from directly from claude and there is never a reason to call claude from codex. never

[Ben Smith @firstenercast]

i built a natural gas pipeline critical notice alert system: https://t.co/QcL3a5u3qd

free tier covers most needs.
real-time tier for those who need more.

still in beta — DM me and i will start you at 50% off if you need real-time.
-- Ben

[Valor Analytics @otcengine]

@bcherny claude-code cli is messed up again. Can you use mythos to fix the bugs on it please?

[Valor Analytics @otcengine]

By 2021 Amazon will lap up FedEx. The delivery guy in Prime van can easily pick a package too. $amzn $fdx https://t.co/cbVxWBeo99

[Valor Analytics @otcengine]

@johnarnold

[Valor Analytics @otcengine]

#natgas ATM straddle is 8 cents with 4 days to go including weekend. FML

[Valor Analytics @otcengine]

@SladeAshmore Reasonably full V26 + El Nino + New production

[Valor Analytics @otcengine]

The world is finding it difficult to get their hands on actual molecules. Meanwhile, in the US, 12 month out #natgas bullets are already down to $2 handle

Thoughts?

[Valor Analytics @otcengine]

@BabyGotGas @ShaleAnalytics 😀

[Valor Analytics @otcengine]

@MWPhoenix40 12 cent straddle now. So, much for vol

[Valor Analytics @otcengine]

@MWPhoenix40 If I had to guess, probably a repeat of '22-23 or a dirty hedge against TTF or something..

[Valor Analytics @otcengine]

@oskaenergy14 @ira_joseph @ColumbiaUEnergy You mean export from Waha to Hub. Right?

[Valor Analytics @otcengine]

@GringoInvesting @Cornfed21 Back of NG curve is so cheap, but it remains dead money and people don't have VaR to trade it

[Valor Analytics @otcengine]

A little birdie tells me #natgas prices will be $5.50 by December

[Valor Analytics @otcengine]

@firstenercast Everyone keeps thinking. It is short term. Was supposed to be one weekend, now it's been 3 weeks

[Valor Analytics @otcengine]

@AgWxMan1 Market does funny things. Most bullish setup, then El Nino sneaks up on us

[Valor Analytics @otcengine]

The question is not how much you can export and that is known and has a maximum

The question for winter contracts is if we have to curtail LNG, because of local demand, what is the price at which LNG DOESN't exported

The price of curtailing LNG keeps going higher with Qatar news and TTF going higher etc.

Hence, the bid in Jan Henry Hub contract on LNG news

Front just gets rolled up because of the winter bid

#natgas #oott

[YYZ-RUSH @AgWxMan1]

@otcengine can only export X amount from USA.

[Valor Analytics @otcengine]

@HerbPetry People always normalize things back. Traders had to stop out of Jan/Mar26 longs at 50 cents. Wild. Market does funny things.