ShortTherm Insight
The bullish-mixed cooling-season setup is already in the strip. The trade is in the tail.
Consensus bullish-mixed is in the strip. The asymmetry is in heat-stack-week realized burn exceeding the 40.3 Bcf/d baseline.
Tail Asymmetry
ShortTherm Insight
Consensus bullish-mixed is in the strip. The asymmetry is in heat-stack-week realized burn exceeding the 40.3 Bcf/d baseline.