You might be surprised by the number of experienced market professionals that are saying similar things. If I had proof, I'd be shouting. There's just a whole lot of strange coincidences. Maybe just that. Maybe not.
Leaving aside conspiracies—and I hate myself for raising it because the physical market is what it is (I still believe)—is the market somehow pricing in a Trump win?
Perhaps. That seems to be the perception. I work in the field and coworkers commented that under Trump, we're going to "drill, baby, drill." There's no current regulation that's inhibiting growth, besides LNG exports. Producers are limited by access to capital. If one has limited access to lending and must operate within cash flow, behaviors are different.
You might be surprised by the number of experienced market professionals that are saying similar things. If I had proof, I'd be shouting. There's just a whole lot of strange coincidences. Maybe just that. Maybe not.
Was chatting with someone else today - an Anti-Plunge-Protection Team does feel like it could be at work, with elections so near
Leaving aside conspiracies—and I hate myself for raising it because the physical market is what it is (I still believe)—is the market somehow pricing in a Trump win?
Perhaps. That seems to be the perception. I work in the field and coworkers commented that under Trump, we're going to "drill, baby, drill." There's no current regulation that's inhibiting growth, besides LNG exports. Producers are limited by access to capital. If one has limited access to lending and must operate within cash flow, behaviors are different.