CF is less exposed to international nat gas prices since their supply comes from US producers, and the nat gas markets are partially region locked due to all LNG plants already being at max capacity.
Basically theyโll be getting cheap gas from the US markets while selling ammonia fertilizer in the now supply constrained international markets
Written order for 82nd airborne division probably going to come out after hours.ย
6400 by friday? ๐ฎ
ES futures puts, short eur/usd futures & longs puts, long nat gas calls.ย
HOLD ON TO YOUR BUTTS!
It's all about oil, Nat gas and Distillates regards. The Sheet Show hasn't even gotten to Intermission. Feetsies on the ground to come leaves this a 90 day "Excursion. Trade accordingly
QatarEnergy has declared force Majeure on some long-term LNG supply contracts, affecting customers in Italy, Belgium, South Korea, and China - Reuters
Nat Gas to $5?
I want you retards to make money with me. It's tanker time. They lag these events by a month+ historically then go parabolic.
NAT. FRO. Get in on it fucking now
CF is a strong company.
It's impact buy nat gas prices quite a bit, and i'd imagine there's some demand destruction with Ammonia going over $600/ton with the straight closure.
Always paid a small dividend