Hallo, glaube, dass NG mittelfristig weiter fallen wird. Die Lager sind überdurchschnittlich voll und die Öl-Produzenten fördern zwingend Gas mit bei Ihren Öl-Bohrungen. Das heisst also noch mehr Angebot bei nur sporadischer Nachfrage. Trend wird sich meiner Meinung nach nach unten fortsetzen. The U.S. gas market is entering the so-called shoulder season, the period of mild temperatures when consumers turn off heating but don't yet need air conditioning. Gas stockpiles are expected to continue rising through the next few months as demand wanes. Walter Zimmermann, the chief technical analyst at United-ICAP, said prices could be due for a correction higher after staying above $2.0850/MMBtu, but any move below that level would signal that declines below $2 were likely. "The question is, what is something worth that nobody wants?" he said. "There is a lot of natural gas here that nobody wants, nobody needs and nobody has room for." ------- Some analysts say the gas-directed rig count may have to drop below 600 (am Freitag von 652 [10y low] auf 658 gestiegen) to reduce flowing supplies significantly, noting the producer shift to higher-value oil and gas liquids plays still produces plenty of associated gas that partly offsets any reductions in pure dry gas output. Most analysts do not expect any major slowdown in gas output until later this year.
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. Für mich stellt sich der Sachverhalt so dar: