This week’s Iran conflict headlines have compelled Europe’s natural gas market to reprice expectations regarding improvement in LNG exports through the Strait of Hormuz. The TTF Sep26 contract is again testing the €50/MWh level after Read more
Front-month PVB gas basis traded at par with TTF for virtually the entirety of June 2026. Although Spain’s energy market has benefited from consistently stronger natural gas pipeline imports from Algeria since March 2026, it Read more
Early-cycle pipeline nominations for Golden Pass LNG on 24 June 2026 point to the historic possibility of a second consecutive day of greater than 0.5 bcfd (14 mmcmd equivalent) of feedstock flows. A LNG carrier Read more
If expectations driving the market cap growth of US-listed semiconductor equities are correct, the demand runway for services and physical infrastructure related to artificial intelligence (AI) is immense. Putting stock prices aside, and returning to Read more
Hurricane season in the Atlantic Basin begins today. On multiple occasions in the past, severe tropical storm events delivered multi-day and even multi-week interruptions to the expected utilization levels of existing US LNG export projects. Read more
Energy markets continue to confront uncertainty regarding timelines for a durable re-opening of the Strait of Hormuz. Over the long weekend, the pendulum of events in the Persian Gulf swung to the familiar reality of Read more