Speculators, Price Trends, Weather Impacts

Guest host Mohit Arora, head of Risk Analytics and Decision Sciences, is joined by TJ Pool, VP of Natural Gas Commodity Risk. They dive into various market dynamics affecting natural gas. They discuss recent changes in speculative positioning, historical pricing trends, seasonal impacts, and regional price risk. They also touch on LNG's role in market fluctuations, the effects of tariffs on LNG exports, and pipeline expansions. The conversation highlights the complexities and uncertainties in the natural gas market, providing valuable insights for both producers and consumers.

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Show Notes

00:00 Welcome

00:39 Introducing TJ Pool

01:52 Speculator Positioning in Natural Gas

03:48 Winter Weather and Market Reactions

07:26 Impact of Seasonal Changes on Prices

13:05 LNG Growth and Production Concerns

18:39 Basis Markets and Regional Volatility

27:29 Conclusion and Future Outlook

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