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Is the LNG market going to be oversupplied by the end of H1-26 ???

Sabine maintenance T3 & T4 and Norwegian maintenance at the same time similar to June 23 .. hummm #LNG #Gas #TTF #JKM

🇮🇹LNG IMPORTS: Italy imported a record amount of LNG in May, driven by increased demand in Central Europe and storage refill needs. Full story: energyintel.com/00000197-35cf-… Energy Intelligence #LNG #ONGT

New MIT Tech Could Cut Oil Refining Energy by 90% scitechdaily.com/new-mit-tech-c…

European traded gas markets grow thanks to surge in TTF volumes - now a global gas benchmark New OIES Research Paper: oxfordenergy.org/wpcms/wp-conte…

How long TTF will stay range bound ?! #TTF #JKM #LNG #Gas

Japan's biggest nuclear power plant takes another step towards resuming operations 🇯🇵❤️☢️ ⚠️ Tepco is loading fuel at the No. 6 reactor at Kashiwazaki Kariwa today (No. 7 loaded last year) 👉 The reactors now just need local approval before they can resume. But timeline unclear

A cold anomaly is returning to the far North Atlantic, also known as a "warming hole". The long-range forecasts show it will grow and persist into Winter 2025/2026, with historical data showing a connection to a colder winter pattern over North America severe-weather.eu/long-range-2/a…

Gas in power works if the gas is produced within the country; probably within the region within the country. That's why it's domestic producers making the plea. Basing power generation growth on imported #LNG is a fool's errand. Maybe a sliver stacks up against batteries. #ONGT

"Basing power generation growth on imported #LNG is a fool's errand" - Eypgt, Vietnam and South Africa. Your guys are not rich enough to subsidize it like Taiwan and South Korea

EdF has discovered some new cracks in one of its nuclear power plants (that it had repaired). Too early to know how significant the discovery is, and whether a repetition of the (multi reactor) problem of the past is likely. But certainly one for the “to watch closely” tray.

New OIES Energy Comment discusses the relationship between the paper and physical markets and explains how the tug-of-war between inflation and recession hedging is influencing oil prices in today’s market oxfordenergy.org/wpcms/wp-conte…

When a trade shop starts a new West gas desk. #westgasmemes

Will French Nuclear Woes Return as EDF Find Hints of New Cracks in Reactor Pipes? bloomberg.com/news/articles/…

Quick explainer on why it’s unlikely Iran will shut the Strait of Hormuz

There was a huge decrease in Norway NG sent to Europe on June 13th. umm.gassco.no/ch/

Hard to believe Egypt can afford these prices indefinitely, even if TTF drops. But they are committed through summer 2026, which is a nice boost for #LNG sellers as LNG supply begins to surge in 2026. #ONGT

Ira Joseph Using LNG to replace depleting pipeline gas has done loads of damage to Pakistan. Even Europe. Good luck with Egypt.

📢 EU Commission's proposal to ban Russian gas imports by 1 Jan 2026 for new contracts (17 June 26 for existing short term contracts and 1 Jan 2028 for existing long term ones) is now out : energy.ec.europa.eu/publications/p…