Both Japan and South Korea registered large month-on-month gains in nuclear power output in August. The surge in nuclear output helped to dampen natural gas…
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…
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…
“LNG alone cannot possibly be the answer, since it would require about 10 new LNG production trains to displace Russian gas imports.” Tamir Druz, managing…