There’s no safe place to put all the gas. EU LNG chart deck (4-15 Sep 2023)
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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.
Does the mispricing thesis still hold water? Either the data is wrong, or the market is.
Quick re-opening, or prolonged disruption? Model how Middle East diplomacy and conflict impact fast-changing global LNG supply balances, in our improved scenario engine.