How do you bridge a weekly and monthly natural gas balance?

I'm reading the Fletcher Sturm Trading Natural Gas book at the recommendation of several people in this sub.

The author gives two ways of making a balance - a demand regression model which looks at short term weather forecasts versus stock changes and a long term fundamental model which examines the fundamental drivers like production and exports in detail.

I'm thinking through these examples and confused on how they actually relate. At what point do you stop using weather to forecast inventories and instead rely on monthly fundamentals? It seems like you could have two balances saying entirely different things for a few months out.

Posted Feb 20, 2026, 4:32 PM UTC

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