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UNLBULLISHCore thesis · 5/5

Natural gas setup looks asymmetric via UNL

The trade presented was a long position in the United States 12 Month Natural Gas Fund (UNL) to capture an asymmetric setup in natural gas driven by AI demand, LNG exports, and flat production.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE