Commodity Market Report
North America gas weekly update: Is the market inflection already occurring?
Report summary
Moderating temperatures and continued low LNG utilization might normally point to more of the same for Henry Hub doldrums, yet Henry has recently bounced higher. Does this mean the market inflection is already here? One key could be struggling production. Have the past several months of low prices masked a larger than anticipated structural decline? Are rebounding prices indicating that the inflection is already upon us?
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