There is no proof but I do believe that black boxes are driving the NG price for the most part. The volatility suggests it. If commodities in general moved with this volatility it would be a very different world we all live in. The thursday trades would be huge also.
The comment about $2.15 by March? is possibly surreal or ironic depending on the outcomes. But if all the stupid boxes get left to their own devices and the smart boxes all leave the room I guess $2.15 or $5 is possible.
This is the energy market and also the reason for the volatility imho. It will be this way for a long time to come.