💥Energy Flux💥Wednesday 30th June 2021
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Shell’s 2026 Outlook leans harder than ever on stratospheric Asian demand to justify a new wave of LNG investment. But post-Hormuz, the data and policy responses all lean the other way.
Europe’s energy dependency has a new address. The continent has made a Faustian bargain with US LNG it doesn’t need.
Iran holds the valve, but it is worth less every time it turns... so Tehran is reaching for the gun.
Markets have priced the US–Iran ceasefire as a fully-fledged peace deal. The 60-day clock, and our models, suggest otherwise.