I am keeping NAM in mind also but only weighing 30% as opposed to EURO 70%.
I am taking into account the EPS and EURO keeps trending west AND banding tenets to be west of modeling.
However yeah I don't think 20 to the NYK boarder and I don't see the SEMA changeover.
One thing to keep in mind was NEMO was in a much much warmer air mass. Not sure how the colder air mass affects anything.