Extract:

EU storage levels draw significantly faster than last years. They are currently at 90.7% capacity. Our model forecast suggests a storage exit rate of 35.3% by the end of March 2025. That would be 40% below last year’s exit rate of 58.6% for the same period.

European Natural Gas Market - Episode 1 Are we in a seasonal bull market for TTF? 19 November 2024

EU natgas is in a seaonal bull market due to an early winter which we explain in detail below.

We will update our forecast numbers - which we are convinced to be the gold standard for EU demand-supply balances - weekly going forward.

#TTF
www.thecommoditycompass.com/p/european-n...

Alexander Stahel 🇺🇦🇮🇱🇬🇪 on X: "Understanding gold prices used to be straightforward: one had to have a view on the direction of US real rates to hold, buy or sell gold. Gold traded inversely to real rates for decades as fast-money ETFs in the West had to buy, hold or sell physical gold based on the changing… https://t.co/oVUII93YRd" / X Understanding gold prices used to be straightforward: one had to have a view on the direction of US real rates to hold, buy or sell gold. Gold traded inversely to real rates for decades as fast-money ETFs in the West had to buy, hold or sell physical gold based on the changing… https://t.co/oVUII93YRd

Here some thoughts on gold

x.com/BurggrabenH/...