‘War premium’ makes LNG obscenely profitable – and too expensive to burn
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CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities
DEEP DIVE: How China’s sanctions-busting imports and the EU’s Russian LNG ban complicate global trade flows
DEEP DIVE: Electoral victory for pro-EU government paves way for deeper integration with European energy markets
CHART DECK: Fundamentals are increasingly bearish, but the market remains prone to shocks