Everybody wants risk-free LNG
But nobody wants to invest in its production
Member discussion: Everybody wants risk-free LNG
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Unintended consequences
Attempts to break the US-Iran stalemate are raising the risk of conflict sprawling sideways into dimensions the market has not yet priced
TTF to the moon?
EU gas price surges past €60 per MWh. But is the top already in?
How the sun rewrote Pakistan’s LNG strategy
Europe’s 2022 gas grab taught Pakistan that long-term contracts do not guarantee molecules. Consumers answered blackouts and price spikes with 50 GW of unplanned solar. The result is an energy paradox: Pakistan is short of LNG today, but long on contracted supply to 2030.
The Hormuz clown show gets serious
Diplomacy has taken the back seat in the clown car. Markets have stopped laughing and started buying