The weather outlook towards the end of October has improved. But shut-in production returning to the market and delays in LNG exports are keeping cash weak. Early November cold won't do wonders for the storage surplus, but it will help prop up the physical market, which could reduce the drag it's been having on futures. With all said and done, we still find the November contract expiration very unappealing to trade around. We are still waiting for EQT to correct down to $14.4 level before we start to initiate a position. So to summarize, near-term fundamentals are starting to improve a bit with colder weather. Cash ... (full story)