Diversified Energy Share Discussion Threads

[putinaire] 05/9/2024 15:19

When shorting a commodity, they only target a related company directly, so heavily, if they see it has a major issue

But volatility in energy means the issue must be major

They would get caught badly If say, an event occurred like pomipe line sabotage etc. In way too heayt

So they need more than just a commodity outlook to hammer heavy into a company too

[putinaire] 05/9/2024 15:11

Why target DEC based on gas? Normally they just short a commodity derivative when shorting spot price

Why use DEC as the tool?

[stevensupertrader] 05/9/2024 15:07

You already said it all why share price has fallen to this level Kao3.
Valuation of any Company is the measure of profitability as US gas price is just $2 whereas Europe is over six times the price Only someone is blind that cannot see why shorters are shorting DEC

[putinaire] 05/9/2024 14:56

Of course, they could be wrong

But the cost of being wrong would be so big at this stage, they must be confident

[putinaire] 05/9/2024 14:54

Whatever they know, 1400 to 750p obviously of no interat to them

They just wanted more....

[putinaire] 05/9/2024 14:51

I forget dates and exact numbers but I think the shorting commenced here around 1st quarter 2022 around 1400p?

It increased rather than decreased during a huge drop , to hidtoric highs around 750?

Very rare in heavy shorting positions

They see a bust of some sort coming. If not financials, maybe the FBI

[kaos3] 05/9/2024 14:48

U.S. natural gas trades at an 84% discount to its energy
equivalent, making it the cheapest molecule of energy on the planet. Gas for delivery in
Europe remains $12 per mcf, while Asian LNG fetches $13.50 per mcf, compared with $2.00
in the U.S.

[putinaire] 05/9/2024 14:47

I actually don't think we have seen the true reasons for the shorting yet really

[putinaire] 05/9/2024 14:45

The volatility in energy commodities is very telling

[putinaire] 05/9/2024 14:44

During all the bull forecasts ive seen since 1100 , the only facts plating out presently are thus:

After every mislead reduction, new giatoric short position highs follow

[putinaire] 05/9/2024 14:40

No. But the key question is, why do the shorters not care about that, or any NG rising forecasts?

[putinaire] 05/9/2024 14:39

The only reduction you will get is if they need more sellers. They might temporarily do what they did at 900s around 840s 😂

[kaos3] 05/9/2024 14:39

does any one know how many of their wells come from shale fracking ...

[putinaire] 05/9/2024 14:37

'as predicted above ... in this range shorts are slowly closing ..

What are you on about, short positions at highest point in its history

[kaos3] 05/9/2024 14:36

us electricity ... over 50 pc by gas
with huge growth expected - AI, transport etc

short snipet from goering and rosenzwang

....Natural gas production is plummeting—a condition noted by almost no analysts. Between
December 2023 and May 2024, U.S. dry gas supply has contracted by a notable 5 billion
cubic feet per day—a nearly 5% reduction. On a year-over-year basis, the decline stands at
2.2 bcf/d. The drawdown is the sharpest since the shale revolution began, excluding the
2020 COVID year. Both shale and conventional production have taken a hit, with shale
output diminishing by 2.1 bcf/d and conventional sources plummeting by 2.8 bcf/d over
the last five months.....

[putinaire] 05/9/2024 14:36

NG must not be a great outlook if shorters basing it in that, but I doubt it

[kaos3] 05/9/2024 14:29

- dec is an option on ng prices
- situation regarding us ng is well put in latest goering and rosenzwang

- dec is very well placed in the possible usa geopolitical internal situation /said it first/
- i did add bellow 8.5 today just above all time lows

as predicted above ... in this range shorts are slowly closing ... as it is a sweet spot regarding seasonality and index situation.

i even assume that on big boys grapevine dec stopped bb in order for the shorts to be closed and exited and dec being left alone. no wars is good. just let us do and you will be fine

[putinaire] 05/9/2024 13:04

What's the state of it's loan market now?

[putinaire] 05/9/2024 13:01

I don't pay for it. You don't get advantage as the funds get real time faster lol.

[putinaire] 05/9/2024 13:00

Anyone paying for real time short updates? Are they in yet today?

[putinaire] 05/9/2024 12:59

810s or just below to get that tsunami selling kicking in

[putinaire] 05/9/2024 12:58

It wont take much to be over 10% official here.

1 or 2 adding a tad and going above radar

I'm sure they will do this at the optimal time

[putinaire] 05/9/2024 12:57

Oh and net total short positions now higher than those 2 days

Hilarious

[putinaire] 05/9/2024 12:53

And you all believed them and bought circa 900 to 950s

Soon now you will be the sellers they require 😂