Infinity Insights - Volume 11, Issue 44

AT-A-GLANCE SUMMARY

NYMEX spot month natural gas (January) gapped lower on Monday and has traded sideways between 3.92 and 3.62.

SUMMARY OF THE LAST WEEK IN CHARTS

Spot month natural gas (January) supports 3.65 with resistance at 4.02. Calendar year 2022 finds support at 3.60 with resistance at 4.25. Calendar year 2023 has support at 3.35 with resistance at 3.65.

Roadmap
NYMEX natural gas spot month (January) ended lower by $0.207 at $3.925

Calendar 2022
Calendar 2022 closed ≈$0.025 off at $3.8825.

Cal 2023
Calendar 2023 settled off by ≈$0.025 at $3.3925.

OUR TAKE ON THE MARKET


THE "WIDOW MAKER"

Volatility…

NYMEX Natural Gas

NYMEX spot month natural gas (January) gapped lower on Monday and has traded sideways between 3.965 and 3.62. Gaps can signal many different actions to come, and this one may be an accumulation (buying) in anticipation of winter weather sometime. Realizing how iffy this sounds, we need to remember the dramatic drop, ending the first bull market in a decade. It’s a guessing game at this juncture and we guess on the side of bottoming.
 
The back of the curve, on the other hand, appears pricey in comparison to the front. Our thoughts are that the back will trade defensively and procurement locks should be patient.

WHOLESALE POWER

ERCOT

Heat rates remain basically flat with prices following natural gas.
 
PJM

Prices following natural gas.

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Infinity Insights - Volume 11, Issue 45

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Infinity Insight - Volume 11, Issue 43