Never say never, but is winter over before it even started? | EU LNG chart deck: 13-24 Nov 2023
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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.