Jan. 9 at 4:20 PM
$VG
Nice movement on spreads. VG also blending in gas from Waha, not just HH, and Waha is often a lot lower, and sometimes negative. Will be interesting to see just how low they can source.
On the TTF side, with the extreme cold right now and low storage levels in Europe, it would seem prudent to refill to higher levels.
With now millions protesting in Iran, reports of Khamenei calling in support from Iraq, this is not something I'd wait too long to do in Europe. But they are great at waiting until prices spike.
