Into the Vortex - Natural Gas Traders Outlook via
CommodityVol.com Tracy (𝒞𝒽𝒾 ) Giovanni Staunovo🛢 Brynne Kelly KnovaWave VKNGenergy Ole S Hansen ThePitBoss #ONGT $BOIL #TTF $KOLD $UNG
RIP Robert Robert Gibbons
#Freeport Noise Affect
traderscommunity.com/into-the-vorte…

Commodity traders bet on big data and AI ft.com/content/ffc4d7… via @ft

To keep a 1.5℃ world within reach, global emissions need to fall by as much as 45% by 2030, and carbon credits could help close the gap. visualcapitalist.com/sp/how-carbon-… via @visualcap

The gap in pay between people with grad/professional degrees and those with only BAs is now the narrowest on record.

If you're wondering why we're hearing about 'vibecession' despite a strong labor mkt, it's probably that the former group is overrepresented in the discourse.

‘Renewables most exposed to high interest rates’ renews.biz/92625/renewabl…

Hmm...

Redwood is currently recycling batteries at a rate of of 20 GWh/year. That's an extraordinary amount —more than some analysts thought would even be available in the US for a few more years. But it's just a shadow of what's to come 4/ bloomberg.com/news/features/…

'...so wealthier customers would pay a larger share of grid maintenance costs'

California is wrestling with electricity prices – here’s how to design a system that covers the cost of fixing the grid while keeping prices fair theconversation.com/california-is-… via The Conversation U.S.

British commodities platform Marex aims for $1.49 bln valuation in US IPO reuters.com/markets/britis…

Which one of you degens lifted 25K of NGK24 #natgas ? Gasino that you?

Forecast peak #electricity usage for April 16 in #PJM region: 90,522 MW at 7 p.m. (Eastern); total scheduled capacity 109,596 MW (data as of 6 a.m.)

Some very sobering thoughts on inflation and rates.

What I talked about this week, by Stay Vigilant open.substack.com/pub/stayvigila…

AMERICA HAS AN ELECTRICAL COMPONENTS CRISIS

Tracy Alloway and I talked to Chris Hatch / NNN Income about the ongoing scarcity of switchgears and transformers, and how you have virtually complete buildings going empty because they can't get one critical missing part.

bloomberg.com/news/articles/…

US and Japan enter nuclear fusion partnership
power-technology.com/news/the-us-an… via Future Power Technology & Power Technology

A major US state just achieved a critical milestone for nearly two weeks: 'It's wild that this isn't getting more news coverage' <thecooldown.com/green-tech/cal…>

Where are the power spreaders? What's going on in the Midwest with a Locational Marginal Pricing (LMP) spread of > $21 between Illinois and Indiana. #MISO

Portland General Electric plans to join California’s new day-ahead power market, in an effort to cut costs and improve integration of grids across the US West w/ David R. Baker #CERAWeek
bloomberg.com/news/articles/… via Bloomberg Green

Nodal Exchange Sets New Records and Achieves Highest Quarterly Power Trading Ever in Q1 2024 | Business Wire businesswire.com/news/home/2024…

Camry Diaz™ 🚨SINCE BIDEN TOOK OFFICE:

Gasoline: 47.8%
Groceries: +21.1%
Eating out: +21.4%
Baby food: +30.5%
Pet food: +23.7%
Rent: +20.9%
Electricity: +28.3%
Natural gas: +26.9%
Used cars: +20.9%
Air fare: +32.7%
Public transportation: +22.2%
Real average weekly earnings: -3.9%

The battleground has been set and it's 4.50% in dimes. #rates