Where Are the Black Swans in Commodities?

The video discusses recent trends in the natural gas market, highlighting the impact of weather fluctuations and the potential for Black Swan events, such as US-Mexico trade wars. It explores the implications of these events on natural gas exports, prices, and infrastructure investments. The discussion includes future projections and the probability of these risks materializing.

What is the expected trend for natural gas prices in 2017 according to the analysis?

Discuss the implications of a potential trade war with Mexico on natural gas exports.