US NATGAS: Natural Gas End of Day Summary: Henry Hub Soares

Dec-05 19:31

Henry Hub front month has soared today, hitting an intraday high of $5.496/b. Support comes from record LNG feedgas demand, coupled with a tick down in production levels.

  • JAN 26 is trading at $5.414, up 6.93% on the day.
  • FEB 26 is trading at $4.972, up 5.61% on the day.
  • Baker Hughes US Gas rig count: 129 (-1) - up 27 rigs, or 26.5% on the year. It is
  • MNI data show feedgas demand on Dec. 4 according to in-day nominations at 19.12 Bcf/d, today at 19.09 Bcf/d.
  • Significantly colder-than-normal conditions are forecast over the eastern half of the US for Dec. 10-14: Atmospheric G2.
  • Production has dropped off slightly from end-of-November records topping 114 Bcf/d. Today production is down to 111.7 Bcf/d.
  • Global LNG trade in November 2025 reached 51.1 Bcm, according to JPMorgan, down 1.5% m/m but up 10% y/y.
  • Global spot LNG prices have slipped below the levels of many two- to five-year term contracts signed over the past 12–18 months, Platts said.
  • Global spot LNG prices have slipped below the levels of many two- to five-year term contracts signed over the past 12–18 months, Platts said.
  • Lower LNG spot prices may mean producers wait for higher demand or unexpected outages to sell their LNG, which could result in a rise in floating storage, according to ICIS analyst Alex Siow, cited by Bloomberg.
  • The EU is looking to stop Russian LNG tankers from using a Belgian port for transhipments of non-Russian gas around the world.
  • US LNG Weekly Recap: Download Full Report Here

Historical bullets

USDJPY TECHS: Dips Affirmed as Corrective

Nov-05 19:30
  • RES 4: 155.89 High Feb 3
  • RES 3: 155.53 2.00% retracement of the Jan 10 - Apr 22 bear leg
  • RES 2: 154.80 High Feb 12
  • RES 1: 154.48 High Nov 4
  • PRICE: 154.30 @ 07:08 GMT Nov 5
  • SUP 1: 152.96 High Oct 10
  • SUP 2: 152.21 20-day EMA  
  • SUP 3: 150.41 50-day EMA 
  • SUP 4: 149.38 Low Oct 17 

Wednesday’s price action affirms the view that short-term dips in the price are corrective in nature, with the price rallying well off the lows to erase Tuesday’s decline. This keeps the trend condition in USDJPY unchanged and bullish. The break higher last week confirmed a resumption of the uptrend and note too that moving average studies are in a bull-mode position, highlighting a dominant uptrend. Sights are on 154.80, the Feb 12 high. First important support to watch lies at 152.21, the 20-day EMA.

SOFR OPTIONS: Large Mar'26 SOFR Call Spread Buy

Nov-05 19:18
  • +25,000 SFRH6 96.62/96.81 call spds, 2.75 ref 96.395

US STOCKS: Late Equities Roundup: Overbought Tech Sector Concerns Cool

Nov-05 19:13
  • Stocks have recovered from the prior session's sell-off Wednesday, back to or near late Monday levels. Currently, the DJIA trades up 258.93 points (0.55%) at 47342.77, S&P E-Minis up 48.25 points (0.71%) at 6850.75, Nasdaq up 264.4 points (1.1%) at 23620.13.
  • Information Technology sector shares led gainers on the day, rebounding after opinions of the tech sector tied to AI has been overbought dissipated: Seagate Technology +12.62%, Micron Technology +8.69%, Western Digital +7.88%, First Solar +6.30% and Teradyne +6.26%.
  • Communication Services and Consumer Discretionary sector shares followed: Match Group +6.69%, Paramount Skydance +2.83%, Charter Communications +2.33% and Meta Platforms +2.22% buoyed the Communication sector while the Discretionary sector was supported by Lululemon Athletica +5.12%, Wynn Resorts +4.17%, Marriott International +4.00%, Ford Motor +3.64% and Tesla +3.53%.
  • Second half declines were led by a mix of Consumer Staples, Health Care and Utilities: Zimmer Biomet Holdings -14.38%, Live Nation Entertainment -7.95%, Charles River Laboratories -7.82%, Humana -7.63%, Axon Enterprise -7.61% and Archer-Daniels-Midland -4.81%.
  • Earnings expected after today's close include: Albemarle Corp, McKesson Corp, Fortinet Inc, APA Corp, Duolingo Inc, Lucid Group Inc, DoorDash Inc, Snap Inc, AppLovin Corp, Robinhood Market, Lyft Inc, Enovix Corp, QUALCOMM Inc, Dutch Bros Inc and Fair Isaac Corp.