Deep-dives written as Covid bust turned to commodities boom
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Rising power demand, slow nuclear restarts and 10 GW of auction-backed gas plants could halt the fall in Japan’s LNG imports, argues Japan NRG.
Investment funds spent six weeks selling hard into a rally that lifted TTF to €80/MWh. The supply risk is real, and ENTSOG’s winter outlook quietly agrees
EU delays methane regulation and urges gas demand restraint, as Germany orders SEFE to fill storages. But humiliating climbdowns cannot protect Europe this winter
Washington says Iran has lost control of Hormuz. Iran says it struck tankers on its blacklist. More ships are moving, but on whose terms?