a*1
2 楼
rt
F*s
3 楼
你先上吧。恭喜发财。
F*s
4 楼
楼主还要烧么?
a*1
8 楼
When NG is above $3.5, the coal will be more economical. The switch will
happen at the sweet spot of $3.5.
With NG is still going up, the pure NG play are starting to hedge like crazy
。 And their price movement does not correlate with NG anymore, that is how
I know NG is a little bit over valued.
【在 F****s 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: 怎么算过了?天然气基本面变了。就算供求关系产能效率都没变,基本面也变了。
happen at the sweet spot of $3.5.
With NG is still going up, the pure NG play are starting to hedge like crazy
。 And their price movement does not correlate with NG anymore, that is how
I know NG is a little bit over valued.
【在 F****s 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: 怎么算过了?天然气基本面变了。就算供求关系产能效率都没变,基本面也变了。
F*s
11 楼
Good point.
crazy
how
【在 a*****1 的大作中提到】![](/moin_static193/solenoid/img/up.png)
: When NG is above $3.5, the coal will be more economical. The switch will
: happen at the sweet spot of $3.5.
: With NG is still going up, the pure NG play are starting to hedge like crazy
: 。 And their price movement does not correlate with NG anymore, that is how
: I know NG is a little bit over valued.
crazy
how
【在 a*****1 的大作中提到】
![](/moin_static193/solenoid/img/up.png)
: When NG is above $3.5, the coal will be more economical. The switch will
: happen at the sweet spot of $3.5.
: With NG is still going up, the pure NG play are starting to hedge like crazy
: 。 And their price movement does not correlate with NG anymore, that is how
: I know NG is a little bit over valued.
Y*n
16 楼
昨夜在支撑位(前低略高)钓鱼的期货/NG,已经钓到了,今早直接一盏银灯。
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