Prices rise even as demand falls. Time for a correction? | EU LNG chart deck: 16-27 Oct 2023
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Diplomacy has taken the back seat in the clown car. Markets have stopped laughing and started buying
“After four months of paralysis, the relief is palpable. It may also be misleading. And it is almost certainly temporary.” – Energy Flux, 26 June 2026 Well, that didn’t last long. Barely three weeks into a supposed two-month ceasefire, US missiles and Iranian drones are criss-crossing the Persian
Storage without a signal: the new political economy of Europe’s gas buffer
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.