Maybe...

I find it interesting that people have to have something to blame for market moves or actions taken by countries or companies. Maybe there is slack demand for NG due to lost capacity caused by the virus. The numbers of infected, at least as best we can tell, are not particularly large.

It could be the demand from China is due to Trump kicking their teeth in with tariffs and deals he has forced on them. There was already a lot of manufacturing moving out of China. China's economy was on the skids. The production they use to monopolize has been going to other countries, also.

At least that's my understanding of the situation even before the virus hit.

Then again, maybe it is 100% virus caused?

Who knows for sure. We're only told what they want us to know.

That's why I don't do fundamentals. The price movement will show what the general consensus is...the why as to the general consensus is of no value, really.