Author is long KOLD (inverse natural gas) expecting a pullback in natural gas as winter storm demand normalizes and EIA data shows supply catching up.
KOLD — LONG The author is long KOLD at $21, arguing that recent Midwest snowstorms spiked natural gas demand and sent BOIL up nearly 80%, but as the storm passes and forecasts normalize, temporary demand will lessen, causing natural gas to pull back and KOLD to rise. The EIA report showing supply catching up is cited as further support for the KOLD long. The main risk implied is that demand could stay elevated longer than expected.
As the storm passes and forecasts normalize, temporary demand will lessen setting up for a major pullback for $KOLD. EIA report today has already shown that supply is catching up which will only drive $KOLD up further.
This Reddit post, published January 23, 2026, features u/LopsidedFinance3875 discussing KOLD. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/LopsidedFinance3875 · Tickers: KOLD