Energy markets are so damn fickle
And none more so than natural gas
Member discussion: Energy markets are so damn fickle
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Groundhog Strait
🎧 US-Iran ceasefire extended, Hormuz still closed to LNG. Could the Strait dominate the US midterms? We created three new LNG supply scenarios to find out.
A market at war with itself
Does the mispricing thesis still hold water? Either the data is wrong, or the market is.
Update to the Hormuz LNG supply model
Quick re-opening, or prolonged disruption? Model how Middle East diplomacy and conflict impact fast-changing global LNG supply balances, in our improved scenario engine.
War vs. Glut: The Great LNG Reckoning
War shut in one of the world’s most critical export arteries. The long-promised supply wave is finally arriving. Which force wins, when, and by how much? Our new scenario data model brings clarity to the confusion.