Novos horizontes
Extended outage during relocation
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Countdown to the Commodities Crunch
🎧 The looming macroeconomic shock, ballooning winter risk for EU gas markets, demand destruction & post-Hormuz narrative whipsaw
The slow grind higher
The gas market is no longer pricing a clean Hormuz reopening. It is pricing something messier: conditional transit, shifting LNG flows, nervous funds, and a shortfall in European gas storage injections.
The Hidden Ceiling
Value-at-Risk: Why TTF can’t break €50/MWh despite investment funds holding a record net long position in an unparalleled bullish setup
Crossing the Hormuz chasm
The fragile bridge back to molecular normality is fraying