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UPDATE: US GAS: Futures Fall; UNG Fund Could Move From Futures - WSJ.com (http://online.wsj.com/article/BT-CO-20091013-712580.html - broken link)
I wonder what this will mean for the fund. The regulators have been refusing to let them sell new tranches of shares, so in order to expand they're trying to move away from futures. I assume that means buying more swaps.