Source: Adriatic LNG The global gas market remains on edge. This week reinforced a simple reality: LNG is no longer just a commodity—it’s a geopolitical asset. This Week’s Main Drivers 1) Golden Pass LNG: A Major New Supply Catalyst Golden Pass in Texas produced first LNG and is preparing its inaugural cargo, with feedgas ramping sharply. This adds ~18 mtpa of future capacity at a critical time for global supply. 2) Middle East Disruption Tightens Global Supply Conflict-drive

Source: https://gasdashboard.entsog.eu/ Europe is entering refill season from a position of weakness. According to the European Network of Transmission System Operators for Gas transparency platform and EU storage dashboards, total European Union natural gas storage levels are currently around 32% full — a sharp drawdown following winter withdrawals. That places inventories well below the levels seen at the same time in recent years and significantly increases the urgency of

Source: Randall Ruiz In 1983, two legendary CME traders made a bet that would become one of the most iconic experiments in financial...