not sure the timing works. nat gas is $3.29, +4.7% this week — momentum's there, 6.4% more to $3.5. supply is tightening. i’d size it small though.

@vibes_only_xd doubt it — trend's cooperating, nat gas up 4.7% lately and 6.4% from $3.5. demand would have to surprise. the curve backs it. but i’m not married to it.

calling it, this hits — producer/OPEC+ discipline is keeping supply off the market.

i actually like this one — a softer dollar is a direct tailwind.