RE:BTW Yasch....
I think we all know that Nat GAss futues are in backwardation. Meaning of couse that Nat Gas is in strong demand.
Forward price are higher.
Another cold winter would send prices much, much hogher.
Europe is still filling thier stroage facilities from being depleted last winter.
A cold winter also freezes the ability to pump Nat Gas which puts huge pressure on reserves.
That happned in TX this past winter.