DEEP-DIVE: We need to talk about energy return on energy investment (EROI)
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Iran holds the valve, but it is worth less every time it turns... so Tehran is reaching for the gun.
Markets have priced the US–Iran ceasefire as a fully-fledged peace deal. The 60-day clock, and our models, suggest otherwise.
“This is a historic capitulation that will define the structure of global power for the next hundred years.”
Eurogas wants EU-wide storage targets to expire in 2027. GIE wants them to continue. Gasunie wants a strategic reserve. Brussels warns that botched intervention is a cure worse than the disease. They cannot all be right.