MEP Trade ALERT 7.2.26
Second trade of the portfolio was executed this AM. Visit the site to get the full details and let me know if you have any issues or questions.
members.dandicker.com/mep-trade-alert-7-2-26/
dan@dandicker.com
Second trade of the portfolio was executed this AM. Visit the site to get the full details and let me know if you have any issues or questions.
members.dandicker.com/mep-trade-alert-7-2-26/
dan@dandicker.com
“Members-only trade note — full entry, sizing and rationale inside.”
A pullback inside a young upcycle, the China supply restart, and whether the multi-year shortage still holds. Deep dive plus supply supplement.
Supply growth, LNG takeaway to 20 Bcf/d, AI power demand — and whether the independents are overproducing again or scaling with discipline.
Members-only trade note - full entry, sizing and rationale inside.