There’s no safe place to put all the gas. EU LNG chart deck (4-15 Sep 2023)
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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.
🎧 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.