Plus: Putin’s gas-fired power play, stranded asset risks exaggerated + MORE
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Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else
Our revamped Chart Deck reveals hedge funds are again positioned to capitalise on Europe’s daunting gas storage refilling challenge
Without a deep winter buffer, the European gas market is vulnerable to exaggerated price moves
How much natural gas will America’s AI boom really need? Our new Constraint Model puts numbers to the narratives