It appears that two diverted LNG tankers are on the track to the East Asia. #TTF
-Clean Mistral
-Simsimah
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TTF Natural Gas already up 70% but this has the potential to be sustained for a long period & go much higher
#PXEN building a European energy hub & a “Asymmetric bet on European energy”
European energy security is the big investment opportunity #Gas #TTF euronews.com/business/2026/…
Is Europe sleepwalking into its worst gas crisis since 2022?
European gas prices have surged 70% and storage is running low. Supply disruptions, rising inflation and the prospect of ECB tightening are raising fears of a repeat of the 2022 energy crisis.
From euronews.com 1
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Russian companies have around 2.4mt of spot LNG available this year, said TMM, director Europe gas & LNG at @WoodMackenzie. Sending those volumes to Asia before Arctic routes reopen later in the summer would make little economic sense.
#TTF #natgas #LNG
okt.to/frJS4Y
Russia's options to reroute LNG from Europe limited by high shipping costs, contract structure
Russia's threat to halt liquefied natural gas (LNG) deliveries to Europe and divert cargoes to Asia would prove difficult to achieve because of its long-term contracts and need for more Arctic-class...
From reuters.com 3
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@MBdaytrading @ProspexEnergy They will all be sold within the next 12 months imo
“Multiple assets approaching decision points “
Perfect timing with current energy security issues
#PXEN #TTF #Gas #Energy
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LNG markets still face a substantial duration risk question concerning a.) Strait of Hormuz, b.) accumulation of damage to liquefaction in Persian Gulf, and c.) impact on the global economy/energy demand. #LNG #TTF #JKM #natgas Read more on paths forward: balancepointresearch.com/strait-of-horm…
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Bilancio fisico GNL in passivo, curva forward al TTF in movimento sulle scadenze lontane, posizioni finanziarie long in aumento, stoccaggi Germania, Francia e Olanda da riempire: i rischi al rialzo sono tanti e concreti. #Gas #TTF #GNL
Oggi su @LaVeritaWeb.
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@EnergyFluxNews #PXEN
3 producing EU gas assets with full exposure to TTF pricing
An asymmetrical bet on European energy
#TTF #Energysecuruty
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🔴 #ULTIMORA | I future sul gas chiudono in rialzo sul mercato di Amsterdam.
Il #Ttf, punto di riferimento del costo del metano nel Vecchio Continente, ha guadagnato il 4,9% a 55,36 euro al megawattora
- Ultima ora -Ansa.itZ - #ANSAansa.it/sito/notizie/t…q
Il gas chiude in rialzo sul mercato di Amsterdam (+4,9%) - Ultima ora - Ansa.it
I future sul gas chiudono in rialzo sul mercato di Amsterdam. Il Ttf, punto di riferimento del costo del metano nel Vecchio Continente, ha guadagnato il 4,9% a 55,36 euro al megawattora. (ANSA)....
From ansa.it 23
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🔴 #ULTIMORA | ll gas apre in rialzo sul mercato di Amsterdam.
I future #Ttf, punto di riferimento del costo del metano nel Vecchio Continente, avanzano dell'1,77% a 53,75 euro al megawattora.
- Ultima ora -Ansa.itZ - #ANSAansa.it/sito/notizie/t…c
Il gas apre in rialzo sul mercato di Amsterdam (+1,8%) - Ultima ora - Ansa.it
Il gas apre in rialzo sul mercato di Amsterdam. I future Ttf, punto di riferimento del costo del metano nel Vecchio Continente, avanzano dell'1,77% a 53,75 euro al megawattora. (ANSA). (ANSA)
From ansa.it 27
Il prezzo del gas naturale al #TTF 🇳🇱 oggi apre con un +2% (come il petrolio) portandosi a 54 €/MWh.
🔥🔥Pb3hCPi
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📈 US prompt LNG cargos increase 62% in value, corresponding to +$23.1M per cargo on average
- #TTF May26 prices up 57% and JKM Jun26 prices up 66% as of 11:40am UKT today, consequently increasing LNG cargo valuations significantly
- Spark’s #LNG Netbacks show that the cargos (Apr26 loading) have increased on average by $23.1M (+62%) since the start of the conflict, as compared to the average valuation in February
- Similarly, Nigerian cargos have increased by $24.9M (+72%) in valuation
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Tregua armata per il prezzo del gas al #TTF 🇳🇱 che oggi si riporta in zona 50 €/MWh... sempre calma apparente in attesa di sviluppi in Medio Oriente.
🔥🔥GblQy0e
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@SStapczynski Big effort needed to get european storage back up to 80% or 90%
Folk just have not grasped what’s about to happen with EU demand requirements & TTF price action
#PXEN @ProspexEnergy
Producing gas assets in Italy 🇮🇹 Spain 🇪🇸 & full exposure to TTF pricing
#Gas #TTF #EneLUMQ
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