Clear as mud
Why exactly is the EU so reticent about redesigning its failed energy markets?
Member discussion: Clear as mud
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Israel takes energy warfare to the next level
Military strike on Iran’s giant South Pars gas field goes beyond military escalation. This is a structural supply shock with cascading consequences for oil, condensate, LNG and power that energy markets have barely begun to price.
The Price of Vassalage
How Europe’s response to the Hormuz crisis is blunting the very tools it needs to escape import dependency
The Pain Factor
🎧 Why markets anticipate a long Hormuz closure
Hormuz closure triggers record TTF liquidation
Gas and LNG prices surge, as the storage-speculation nexus lights up along the forward curve