North America

Published at 13:24 7 Jun 2019 by

With May storage injections coming in 2.6 bcf/d (74 mcm/d) higher y/y, our end-October US storage forecast stands above 3.7 tcf (105 bcm). The TTF-Henry Hub arb for Jul-19 and Aug-19 has closed even with Henry Hub plumbing lows in the high $2.30s/mmbtu, and the Sep-19 arb could close imminently. The…

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