Hot in the City!
The summer is shaping up to be one for the record books and the 🐿️ can never resist either a NatGas trade or a Gen-X album cover!

Summary
The forecasts are starting to confirm our view that the US is in for a hot summer. Hot summers means lots of air conditioning and power demand from the grid.
Europe’s summer is already off to a very hot start. When do the Europeans start bidding for more US LNG cargoes?
Natural Gas (‘NG’) has been a heart breaker for traders in the past 9 months, does this hot summer create an opportunity for a comeback (notwithstanding gas in storage concerns)?
An asymmetric play from the🐿️ on Natural Gas via UNG 0.00%↑ call options.
Hot in the City!
Pinecone Macro’s
has been on the “summer is the new winter” theme [for natural gas ‘NG’] for a few years now. His argument is that the traditional focus of NG traders on winter freezes is important, but outdated now that NG is such an important contributor to the US power grid.