Q&A: Mark van Baal, founder of Follow This
Member discussion: Q&A: Mark van Baal, founder of Follow This
Read what members are saying. Subscribe to join the conversation.
Read more
This ain’t no bubble
Investment funds spent six weeks selling hard into a rally that lifted TTF to €80/MWh. The supply risk is real, and ENTSOG’s winter outlook quietly agrees
Panic and capitulation won’t save Europe
EU delays methane regulation and urges gas demand restraint, as Germany orders SEFE to fill storages. But humiliating climbdowns cannot protect Europe this winter
Deciphering the Hormuz narrative war
Washington says Iran has lost control of Hormuz. Iran says it struck tankers on its blacklist. More ships are moving, but on whose terms?
Halfway to reality
TTF has swallowed more of the Hormuz closure risk. Beneath the latest peace sell-off, funds have banked profits and made room to buy again.