‘War premium’ makes LNG obscenely profitable – and too expensive to burn
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Value-at-Risk: Why TTF can’t break €50/MWh despite investment funds holding a record net long position in an unparalleled bullish setup
The fragile bridge back to molecular normality is fraying
Prolonged closure jacks up near-term volatility, and sets the stage for an abrupt reversal: macroeconomic shock + demand destruction + new LNG supply wave
For 55 days, the war-shocked global LNG market has been balanced by Asian state buyers going without. One just said, enough is enough.