Hi Hal,
Interesting ...
I stumbled on this article below the Cot chart in your post.
http://news.tradingcharts.com/futures/3/4/160049043.html
If true, is pretty sick !!
Sounds like something that bimbo [ex. DOE Secretary/ex. New Mexico Gov.] would do !!!
BUTTT, maybe some truth in it. Look at GLNG and just read that a fair number of LNG tankers have recently been contracted for.
BTW
I could not get the chart (long link) you referenced to display. Maybe you can capture and post it ??
Lee