In Today’s Masters in Trading: Live The price of natural gas just saw its sharpest rebound in months. Yesterday, it soared over 25% in mere hours. The U.S. Natural Gas Fund (UNG), an ETF that tracks natural gas prices, gapped up more than 19% in midday trading. Now shares are at their highest point since December. I’ve been watching these markets for 20+ years. This is one of the most extreme moves I can remember. So why the sudden spike? If you’re an American living anywhere in the Midwest or Northeast right now, it should already be obvious to you. Much of the Midwest and Northeast are experiencing freezing, single-digit temperatures this week. All that bitter cold is sparking halts to gas production across the board. And it’s not just production hitches setting off this natural gas rally. Many short sellers were forced to exit their positions to cover bearish bets. That selling simply added to the commodity's rebound. Thar tight market for natural gas is now driving several big-ticket stocks to record highs, including recent winners like Coterra Energy (CTRA). I don’t see a quick end to this rally from here. While natural gas stocks have gapped slightly lower, they’re still up ~21% today as I write this. Any way you slice it, that’s an extraordinary, historic move with legs for options traders like us. And all we need to do is look beyond the headlines about extreme cold and short bets to see what’s really moving the needle on natural gas. It all comes down to two of our favorite, hidden market dynamics that guide commodities like natural gas – the crack spread and the spark spread. For newer viewers, the spark spread simply measures profit margins for gas-fired power producers. The crack spread itself is the number one metric that tells us how profitable actual refiners are. Think of it as the refining margin for turning crude oil into gasoline and diesel. What we’re seeing right now is an inflection point for both spreads. And where the market breaks out from here will give us our strongest indication of how we get in position. A widening crack spread could signal bigger margins, bigger earnings, and bigger moves for refiners. But a widening spark spread could throw the advantage to power producers in the coming months. Wherever the market moves from here, Masters in Trading viewers have the first mover advantage as this rally takes off. This rally isn’t speculation — it’s all about weather + bad positioning + forced covering in a thin, convex market. That’s the perfect setup for us to find opportunities during one of the biggest market rallies so far in 2026. So join me for today’s episode of Masters in Trading LIVE at 11 AM EST. I’m breaking down the historic rally in natural gas and the key opportunities emerging for us right now. I’ll dive deeper into the key catalysts sparking this move higher and show you exactly how we can get in position today. P.S. Are you a member of The Masters in Trading Challenge? Make sure you join me tomorrow at 2PM EST my next Q&A session. It’s the perfect opportunity to ask me anything you want about my strategy – and learn the biggest trade ideas I’m watching right now. And if you haven’t already taken the Challenge… I’d like to bring you on board! The Challenge is where we take everything you’ve learned in my daily LIVEs — fixed risk, thesis-driven exits, laddered entries, defined-duration trades, and emotional discipline — and put it into practice in a structured, step-by-step environment. Just click here to check out what the Masters in Trading Options Challenge has in store for you. 
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