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Weekly Notebook Review | June 27, 2023

Hedgeye Podcasts

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The Nash Gas Bullish Trend

Naddy gas is a bullish trend. I'm for sure that, man. We're actually at the beach on vacation just a nice conversation. If we get two near back online and we get our LNG export capacity up, could that be bullish for naddy? That could be bullish. Can are there a half a dozen operators in the Hainsville that can go frack a bunch of wells and turn on,. you know, a B.C. F. A day in about three weeks? Yeah. So there's, there's a lot of opposing forces there. And so I'm not really playing in the netting space because there's such short term supply demand, you

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