Countdown to the Commodities Crunch
🎧 The looming macroeconomic shock, ballooning winter risk for EU gas markets, demand destruction & post-Hormuz narrative whipsaw
I sat down with Energy Flux podcast partner Victor Ponsford yesterday to discuss stalled US-Iran diplomacy, the implications of differing Hormuz reopening scenarios, natural gas price volatility, energy market manipulation, and the outlook for next winter and beyond.
The result was another wide-ranging conversation about ballooning winter risk for the EU natural gas market, the endless debate on the economics of refilling EU gas storage, and the rising stakes of Middle East energy brinkmanship.
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