There’s no safe place to put all the gas. EU LNG chart deck (4-15 Sep 2023)
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Iran, the Gulf, and the crisis of regional order
Hormuz closure and Qatar LNG shut-in trigger extreme volatility in gas, LNG and freight charter rates. The outlook is dire, especially for Europe, but not unremittingly so.
As Middle East regional war upends global gas markets, US LNG exporters and traders stand to pocket a multi-billion-dollar windfall
Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else