Energy Prospectus

https://info.aegis-hedging.com/webcast-replay-october-19-2023?utm_content=268695398&utm_medium=social&utm_source=linkedin&hss_channel=lcp-3352671

Slide deck here

https://app.hubspot.com/documents/6266854/view/691548181?accessId=98d628&hsCtaTracking=b37f5e2a-a861-49e4-8419-500643bfcfb0%7C6bdaf285-52fe-49af-9811-6c1cd625c69f

Their updates are always good to listen to - I patched in live yesterday. Pretty bearsish on NG through late 2024 - I thought their analysis on el nino and historical trends was interesting.. obviously weather remains a bit of a crap shoot... but it does seem like the probability based on what they shared is that its going to tend warmer than average in the main NG usage areas. I am sitting on the US NG sidelines for now. Their comments on oil definitely more bullish