The EU is poised to start November with the second highest level of natural gas in storage it has ever had. EU gas inventories should…
We now have a growing series of data points indicating that TTF prices exceeding $25/mmbtu yield demand destruction in the double digits, in percentage terms.…
“There has been a growing imbalance between Asia and Europe, with European stocks growing at the expense of Asian inventories… We expect LNG imports for…
“If the outage lasts months rather than weeks, the total loss can be much greater, and Europe’s more comfortable inventory situation will not be quite…
This past winter has revealed the degree of natural gas demand destruction that is possible within Europe under extreme market conditions. Total European (including the…