4D

All good points. The interesting phenomena now seems that traditional market factors for commodity demand and the USD are not dependable anymore - when the US govt dove into the market as they did it's a brand new market with the old rules and action/reaction out the window.

Separately, I have long been a believer in the theroy that the USD is fast heading for a major crash due to the enormous budget deficits the US has been running for years. I agree with you that the holders of those paper dollars (China and the oil rich countries of the Middle East) will prop up the USD as long as they can but if the US doesn't get its deficits under control the party won't last much longer.

The bit of good news for us is commodities like NG are what to be in when things start to unravel.