NatGas is continuing to fall

Unless the second cartel can deliver the full supply, they are not relevant to pricing, because pricing is determined at the margin.

If demand is 100 units, and cartel A can supply 60 units, and cartel B can supply 60 units, then it doesn’t matter what cartel B does if cartel A is willing to ship only up to 39 units until the price they demand is reached.

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