EU gas goes… negative?
Gas stocks are almost full, but don't rejoice yet
Member discussion: EU gas goes… negative?
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Priced for peace?
Markets have priced the US–Iran ceasefire as a fully-fledged peace deal. The 60-day clock, and our models, suggest otherwise.
INTERVIEW: The Iran deal is an unmitigated disaster for the US
“This is a historic capitulation that will define the structure of global power for the next hundred years.”
Gas industry goes to war over EU storage rules
Eurogas wants EU-wide storage targets to expire in 2027. GIE wants them to continue. Gasunie wants a strategic reserve. Brussels warns that botched intervention is a cure worse than the disease. They cannot all be right.
The Fog of Peace
The US says the war is over and Hormuz is open. Energy markets are desperate to agree. Here’s what we know, what we don’t, and why the next two months will be more dangerous than headlines suggest.