I didn't mean that energy prices are affected by a guy on HN voicing his opinions on them, just that many people become more likely to voice their opinion because of having a position, because they feel good when they convince others, even if doesn't actually affect anything (much the way I'm typing this comment right now... WTF am I?) So someone saying that they have a position in a commodity is not necessarily a good source of cool-headed arguments supporting that position. (At the very least convincing others makes those others lose money together with you and I believe it's tremendously more fun to many people to lose similar amounts together than losing more than your reference group.)

But I agree that in hindsight, I did not phrase my original comment to convey the above, I ended up conveying what you refuted...