The short-term gap between supply and demand caused by production capacity, gap between supply and demand, logic, equipment maintenance, accidents, etc. can be quantified according to the balance sheet, and the market can run long and short depending on the balance sheet;

Take advantage of the logic that high-profit industries will inevitably be eliminated by the market in the big environment;

Reasoning the future price according to the horizontal and vertical comparison between upstream and downstream industries and similar products;

Use the principle of spot basis and term regression of futures to repair the price.