Is the Spanish gas price cap a success or failure?
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Iran war spirals, Hormuz stays shut to LNG, and gas markets still aren’t paying attention
Markets can’t price what they can’t see. And right now, nobody can see anything.
🚨 EMERGENCY POD 🎧 Deciphering Trump's latest Iran TACO, and why the future of Middle East oil and LNG exports hinges on regime change in Tehran
Markets are failing to reflect compounding supply shortages and Iran conflict escalation risk