本來庫存短缺(EOS inventories -360bcf)
而家一炸就冇左短缺(最少慳左200bcf但其實好明顯唔只 - no export in 90 days and no full restoration till end of 2022但每日2bcf 90x2已經180)
EIA 中期預測產量一路上升到98+EOY而實際上四五月maintainence season完之後都緩升緊
呢幾日都keep住96
個大環境唔同曬啦
FX戰士くるみ2022-06-29 20:41:42
btw以前EOS inventories -150個價係$3-4
FX戰士くるみ2022-06-29 20:44:40
商品入定貨仲有個問題
NG條forward curve而家係shoulder season
你入定等佢升即係個個月食roll decay