Forward power curves Loading... : Investor Sentiment and Bull/Bear Views

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09:12
Feb 02
Andy DeVries Head of Investment Grade Credit and Head of Utilities and P… Bloomberg Odd Lots
Short near-term power, flip long later.
New solar supply is currently crushing power prices, while data center demand and new gas plants are weighted toward the end of the decade. Therefore, be short power for the next few years and flip long later; timing the flip is key and can be expressed in forward power or natural gas curves.
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About Forward power curves Investor Commentary

Across the available history and selected sources, Buzzberg tracks Forward power curves across 1 sources: 0 bullish vs 1 bearish calls from 1 authors. Historical directional balance: -100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Andy DeVries.