ETC Natural Gas (5 lettori)
- Creatore Discussione NEO_99
- Data di Inizio
aross
Nuovo forumer
ciao Neo, non credo che sia una trappola.. d'altronde hai postato prima il recordo dei contratti in UK.. Stasera hanno fatto uscrire 13(!) news su DJ sul fatto che il giappone avra bisogno di LNG... Secondo me stiamo svoltando. certo non sara' una passeggiata con il dollaro così basso..
NEO_99
Forumer storico
NEW YORK (Dow Jones)--CME Group Inc. (CME) said Tuesday that it fined hedge fund Goldfinch Capital Management for violating position limits in U.S. natural-gas futures.
The operator of the New York Mercantile Exchange said it fined the Houston-based energy fund $50,000 in addition to $17,287 in profits gained from a violation of position limits in the December 2010 futures contract.
Goldfinch held a short position of 1,053 contracts on Nov. 23, 53 more than speculators are permitted to hold in the expiring front-month contract. The fund later bought back contracts to reduce its position to within exchange limits.
The violation was Goldfinch's third position limit violation in the past 24 months, CME said.
A CME spokesman said the exchange operator doesn't comment on disciplinary actions. Goldfinch declined to comment.
The operator of the New York Mercantile Exchange said it fined the Houston-based energy fund $50,000 in addition to $17,287 in profits gained from a violation of position limits in the December 2010 futures contract.
Goldfinch held a short position of 1,053 contracts on Nov. 23, 53 more than speculators are permitted to hold in the expiring front-month contract. The fund later bought back contracts to reduce its position to within exchange limits.
The violation was Goldfinch's third position limit violation in the past 24 months, CME said.
A CME spokesman said the exchange operator doesn't comment on disciplinary actions. Goldfinch declined to comment.
aross
Nuovo forumer
non ho capito.. stanno correndo a ricoprirsi??
NEO_99
Forumer storico
infatti ho scritto " situazione indecifrabile "... la megatrappola puo' essere anche per gli short... visto il periodo piu' propenso allo short, sarebbe una beffa una situazione long.... cmq nn mi fido e resto flat..
il mio sentiment è cmq sbilanciato sullo short 60/40
NEO_99
Forumer storico
è stato multato un hedge found...aveva superato il limite di 1000 contratti
NEO_99
Forumer storico
CHICAGO—U.S. corn futures hit the limit on one-day declines as concerns over the Japanese nuclear crisis drove traders to reduce risk in a host of markets.
Corn futures for May and July delivery fell 30 cents in morning trading, the largest daily drop allowed under Chicago Board of Trade rules. The contracts have since recovered slightly, with May futures recently trading 28 cents, or 4.2%, lower at $6.38 a bushel.
Wheat, soybean and hog futures came under heavy selling pressure as well, while live cattle and rice futures touched exchange-imposed limits for one-day declines.
"Uncertainty about the global economy and events in Japan are putting pressure on just about everything," said Kayla Hoffman, a North Dakota grain merchandiser.
The markets tumbled as concerns increased about Japan's infrastructure and economy following Friday's earthquake and tsunami and a subsequent crisis at a nuclear plant. Worries that Japan's demand for commodities will drop off in the near term sent buyers to the sidelines as investors pulled cash out of risky assets in favor of more liquid holdings such as U.S. dollars, analysts said.
Japan is the biggest customer for U.S. corn and pork exports, as well as a key consumer of soybeans, wheat and beef.
"Any time your major customer has the kind of problems we are seeing in Japan, it is eventually going to affect the amount of business they do with you," said Tomm Pfitzenmaier, an analyst at Summit Commodity Brokerage in Iowa.
Corn futures have pulled back 12% since reaching a 32-month high on March 4 on concerns global supplies would fall short of ongoing, strong demand. Yet worries have been growing about a potential global economic slowdown, driven by high energy prices and unrest in the Middle East and North Africa. The Japanese disaster is further fueling concerns among investors.
The sell-off is a positive for users of corn, such as livestock producers, who are able to secure grain at lower prices. End users are "merely sitting back and enjoying the correction," said Rich Feltes, vice president of research for brokerage firm RJ O'Brien.
Still, grain users remain nervous about supplies, with corn projected to reach a 15-year low at the end of the crop's marketing year on Aug. 31. Farmers are expected to significantly increase plantings this spring to replenish inventories, but crop yields fluctuate depending on weather conditions.
Wheat futures continued Tuesday to retreat from 2½-year highs set last month. Soft red winter wheat for May delivery reached a three-month low, recently trading down 46.25 cents, or 6.4%, to $6.7450 a bushel at the CBOT.
Japan, a steady buyer of wheat, said it is proceeding with its regular wheat import tenders, despite the earthquake and tsunami. Yet, traders are concerned the government may curb its purchases or be unable to take delivery of grain due to damaged ports in the north.
Soybean futures approached a three-month low, with the May contract sinking 49.5 cents, or 3.7%, to $12.905 a bushel. Rice futures briefly tumbled to the daily 50-cent limit on one-day declines as selling engulfed the grain markets. Rice for May delivery recently was down 38 cents, or 2.8%, at $12.995 per hundredweight. Hog futures also continued to post declines, with the April contract down 0.9% to 85.20 cents a pound.
Cattle futures for delivery in April, June and August fell as much as three cents per pound in morning trading—the largest daily decline allowed under Chicago Mercantile Exchange rules. The contracts have since recovered, with cattle for April delivery recently down 2.5 cents, or 2.2%, at $1.14 a pound.
Export markets are considered by analysts and economists to be the linchpin that has been holding U.S. beef markets at multi-year highs, even though they account for only about 10% of total beef sales. Japan is the third-largest export market for U.S. beef.
Corn futures for May and July delivery fell 30 cents in morning trading, the largest daily drop allowed under Chicago Board of Trade rules. The contracts have since recovered slightly, with May futures recently trading 28 cents, or 4.2%, lower at $6.38 a bushel.
Wheat, soybean and hog futures came under heavy selling pressure as well, while live cattle and rice futures touched exchange-imposed limits for one-day declines.
"Uncertainty about the global economy and events in Japan are putting pressure on just about everything," said Kayla Hoffman, a North Dakota grain merchandiser.
The markets tumbled as concerns increased about Japan's infrastructure and economy following Friday's earthquake and tsunami and a subsequent crisis at a nuclear plant. Worries that Japan's demand for commodities will drop off in the near term sent buyers to the sidelines as investors pulled cash out of risky assets in favor of more liquid holdings such as U.S. dollars, analysts said.
Japan is the biggest customer for U.S. corn and pork exports, as well as a key consumer of soybeans, wheat and beef.
"Any time your major customer has the kind of problems we are seeing in Japan, it is eventually going to affect the amount of business they do with you," said Tomm Pfitzenmaier, an analyst at Summit Commodity Brokerage in Iowa.
Corn futures have pulled back 12% since reaching a 32-month high on March 4 on concerns global supplies would fall short of ongoing, strong demand. Yet worries have been growing about a potential global economic slowdown, driven by high energy prices and unrest in the Middle East and North Africa. The Japanese disaster is further fueling concerns among investors.
The sell-off is a positive for users of corn, such as livestock producers, who are able to secure grain at lower prices. End users are "merely sitting back and enjoying the correction," said Rich Feltes, vice president of research for brokerage firm RJ O'Brien.
Still, grain users remain nervous about supplies, with corn projected to reach a 15-year low at the end of the crop's marketing year on Aug. 31. Farmers are expected to significantly increase plantings this spring to replenish inventories, but crop yields fluctuate depending on weather conditions.
Wheat futures continued Tuesday to retreat from 2½-year highs set last month. Soft red winter wheat for May delivery reached a three-month low, recently trading down 46.25 cents, or 6.4%, to $6.7450 a bushel at the CBOT.
Japan, a steady buyer of wheat, said it is proceeding with its regular wheat import tenders, despite the earthquake and tsunami. Yet, traders are concerned the government may curb its purchases or be unable to take delivery of grain due to damaged ports in the north.
Soybean futures approached a three-month low, with the May contract sinking 49.5 cents, or 3.7%, to $12.905 a bushel. Rice futures briefly tumbled to the daily 50-cent limit on one-day declines as selling engulfed the grain markets. Rice for May delivery recently was down 38 cents, or 2.8%, at $12.995 per hundredweight. Hog futures also continued to post declines, with the April contract down 0.9% to 85.20 cents a pound.
Cattle futures for delivery in April, June and August fell as much as three cents per pound in morning trading—the largest daily decline allowed under Chicago Mercantile Exchange rules. The contracts have since recovered, with cattle for April delivery recently down 2.5 cents, or 2.2%, at $1.14 a pound.
Export markets are considered by analysts and economists to be the linchpin that has been holding U.S. beef markets at multi-year highs, even though they account for only about 10% of total beef sales. Japan is the third-largest export market for U.S. beef.
simone rosso
Forumer attivo
ciao neo, COT da sito CFTC
al 25/01/11 posizioni swap dealer
long 132 short 1.437
al 08/03/11 posizioni swap dealer
long 173 short 1.084
hanno aperto 41 long e chiuso 353 short
TREND LONG
NEO_99
Forumer storico
il disastro Giapponese sta mescolando le carte di tutto.... per vedere se c'è qualcosa di nuovo sul fronte scorte ci vuole qualche settimana.... capire se LNG destinato agli USA sara dirottato in Japan e quanto impattera'.. questa è una fase per specialisti, quindi me ne sto' fuori...
Gasp
Forumer attivo
US GAS: Futures Rise On Chance LNG Diverted To Japan - Natural Gas Media | Latest Natural Gas News for Traders and Investorsil disastro Giapponese sta mescolando le carte di tutto.... per vedere se c'è qualcosa di nuovo sul fronte scorte ci vuole qualche settimana.... capire se LNG destinato agli USA sara dirottato in Japan e quanto impattera'.. questa è una fase per specialisti, quindi me ne sto' fuori...
Importazioni di gas naturale liquefatto contabilizzate 1,8% del consumo degli Stati Uniti l'anno scorso, secondo per l'amministrazione di informazioni di energia. Inoltre, molti contratti per LNG sono a lungo termine, potenzialmente limitando il numero di mittenti che possono deviare le consegne verso i prezzi più elevati.
Mi pare che la quota sia modesta.