Holiday publishing schedule
And a small tweak to the newsletter cadence
Member discussion: Holiday publishing schedule
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The Pain Factor
🎧 Why markets anticipate a long Hormuz closure
Hormuz closure triggers record TTF liquidation
Gas and LNG prices surge, as the storage-speculation nexus lights up along the forward curve
Strategic shock in the Middle East
Iran, the Gulf, and the crisis of regional order
War in Iran convulses energy markets
Hormuz closure and Qatar LNG shut-in trigger extreme volatility in gas, LNG and freight charter rates. The outlook is dire, especially for Europe, but not unremittingly so.