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In trading, the notion of a all-weather indicator or strategy is but a myth. Instead, we navigate through cycles, some advantageous, others less so. The key lies in adeptly adapting to these shifts, capitalizing on favourable moments while minimizing exposure during the unfavourable ones. The inception of this year posed challenges for our Intraday Market Guidance tool (iMG), particularly within the Natural Gas sector. However, fortunes reversed come late February, culminating in yesterday's new high in actionable market value (AMV) for our in-house indicator. This achievement was propelled by a one-sided trend day in energy markets, showcasing the resilience and efficacy of our approach. Be smart, stay nimble

Now available on-demand! If you missed our webcast on ➡️Oil and gas: beyond commodity markets, geopolitical storms and economic cycles, you can register to watch it on the link below! Jeff Currie, chief strategy officer of energy pathways at The Carlyle Group, and former head of commodity research at Goldman Sachs, joined Paul Hickin, editor-in-chief of Petroleum Economist discussed through the journey of changing power dynamics, how oil and then gas reshaped the energy landscape and what lies ahead of hydrocarbons in the commodity market mix. What lessons can be learned from the past? 🔗https://ow.ly/XEW350Ri5E5

VettaFi Head of Energy Research Stacey Morris speaks to Thomas Warner from Proactive about recent developments in the #midstream sector of the #energy industry, before looking to the future. Morris says that in 2023, despite a broader challenging environment in the energy market, the midstream sector performed well with the Alerian Energy Dividend #ETF index rising by 12.8%, in contrast to other benchmarks. This success was attributed to the sector's ability to generate substantial free cash flow and reward #investors through dividends and buybacks. Morris anticipates a similar trend in 2024, with midstream companies continuing to focus on free cash flow and #investor returns. She highlighted the defensive nature of these #investments, noting their reasonable returns and an attractive yield of about 6.9%. Regarding #OilPrices, Morris predicts a range-bound scenario for 2024, with US #oil prices likely hovering around $70 to $80 per barrel. This forecast aligns with the median market consensus. The market appears amply supplied, with #OPEC+ playing a key role in maintaining price stability. Geopolitical risks remain a potential driver for price fluctuations. Morris also emphasises the midstream sector's potential for dividend growth, which is particularly appealing to investors seeking income independent of fluctuating interest rates. She cited recent dividend increases and stock buybacks by major companies in the index as indicators of the sector's robust health and investor-friendly approach. Watch at #Proactive #ProactiveInvestors #LSE #MMLP #VettaFi http://ow.ly/wpyr1058AKu

U.S. natural gas asserts its enduring affordability, underlined by historical prices achieving an unprecedented low when adjusted for inflation. The pivotal query transcends the extent of its decline; it pivots on the astute timing of a prospective resurgence. For the discerning, an investigation extends into the nuanced landscape of hedge fund activity, specifically delving into the covered positions. In the financial labyrinth, the age-old maxim echoes: 'The money which is nowhere must be somewhere.' The elusive trail beckons exploration — where did the capital, once embedded here, find its newfound sanctuary? #naturalgas #gas #commodities #energy #futures #hedgefund #markets

Join LSEG Data & Analytics & Argus Media at our #power and gas event in our #Milan offices 18th April 2024 for a European Natural #Gas Market Review covering key recent price drivers, #gas supply and demand preview for summer #2024 and what to look out for in winter 2024/25. Followed by the European #Electricity Market Review covering the latest trends in European power market fundamentals (demand/changing #power mix); Price trends, volatility and liquidity on main #European power exchanges. #italy #data #analytics

The bulls rage on... new high reached in investment funds' net long positions on the TTF as of 14 June Below - a bit from my colleague Amun's latest great article on a topic we're both passionate about : the impact of speculative trade on the European gas markets. - Investment funds’ net long ICE TTF position increased by 7TWh to 129TWh week on week - This is the highest net long position held by investment funds since January 2022 - Supply uncertainty this year continues to feed bullish momentum while a TTF down-trend is likely to be sparked by eventual unwinding of these positions thru the paywall here https://lnkd.in/eZu-DB9n #icisttf #natgas #gastraders #speculation #gasmarkets #globalgas

LNG News: Goldman Sachs says Red Sea terror threats unlikely to affect oil and LNG prices 🌟 🔍 Global LNG Insights: Uncover the latest in LNG with a focus on key markets and innovations. #LeaveaComment ! 📝 Highlights: Goldman Sachs says that the disruptions in Red Sea due to the terror threats are unlikely to have large effects on crude oil and LNG prices. GS says that there are opportunities for vessel redirection and that this implies that production should not be directly impacted. Background to this:And, the… 🔗 Dive Deeper: [Read More: https://lnkd.in/dxthh5HK] 🌐 Visit: https://lnkd.in/grCFA2SN for more insights. Join the Discussion! Your opinions are invaluable. #Comment below to share your views. 🗨️ #lng #energy #biolng #GlobalMarkets #Innovation #LNGTechnology #LNGCluster #EnergyTransition #MarketInsights #IndustryAnalysis #Natgas #NaturalGas #Tech #economy

Natural Gas Futures Below $3 After EIA Reports Storage Revisions — MidDay Market Snapshot After the latest weekly storage report showed a modest injection and an upward revision to the prior week’s print, July natural gas futures continued lower through midday trading Thursday.

Discover the power of #NaturalGas with the new Micro Henry Hub Natural Gas futures and options from the CME Group. At 1/10th the size of standard Henry Hub contracts, these new micro contracts provide global energy traders with additional flexibility to manage their natural gas exposure with more precision. Get access now through Edge Clear: https://lnkd.in/gR2B7VR5 #NaturalGas #MicroFutures #MicroOptions #NG_F Disclaimer: Derivatives trading involves a substantial risk of loss and is not suitable for all investors.

Despite continued weakness in oil and a challenging #commodity price environment, #midstream performance remains strong. Hear Stacey Morris, CFA, VettaFi's Head of Energy Research, make the case for the sector with Proactive's Thomas Warner. Hear Morris on: ➡️ Why #investors turn to midstream when oil uncertainties rise ➡️ Why it's likely midstream will sustain its robust performance despite softening oil prices ➡️ A notable product seeing inflows ➡️ What's next for oil prices Craving more insights on #EnergyInfrastructure and #EnergyInvesting? Don't miss Morris' 2023 highlights. Read what's ahead in 2024, and learn what investment opportunities she thinks are most overlooked:   🔗 https://lnkd.in/gnc25WDe #OilandGas HANetf