quote: US nat gas is quietly making moves off the lows the last couple days....who will Europe be forced to buy from with Qatar still offline? The US has the most LNG spot cargos for delivery (LNG, VG) right now | Natural Gas Eclipses Oil as Key Inflation Risk for European Debt Natural gas has overtaken oil to become the biggest concern for European bond traders as depleted supplies of the key fuel threaten a resurgence in inflation. European gas prices are near five-month highs and winter contracts cost more than twice as much as they did a year ago. Yields on 10-year German and UK debt have touched levels not seen in decades, even as Brent crude trades 30% below the peak hit on the back of the US-Iran war. Investors are concerned that rising gas prices will reignite inflation, forcing central banks to increase interest rates more aggressively than markets currently expect. Gas plays a central role in the region’s economy, accounting for 21% of the EU’s energy mix, and between 25% and 35% for the UK. (Bloomberg)

quote: US nat gas is quietly making moves off the lows the last couple days....who will Europe be forced to buy from with Qatar still offline? The US has the most LNG spot cargos for delivery (LNG, VG) right now | Natural Gas Eclipses Oil as Key Inflation Risk for European Debt Natural gas has overtaken oil to become the biggest concern for European bond traders as depleted supplies of the key fuel threaten a resurgence in inflation. European gas prices are near five-month highs and winter contracts cost more than twice as much as they did a year ago. Yields on 10-year German and UK debt have touched levels not seen in decades, even as Brent crude trades 30% below the peak hit on the back of the US-Iran war. Investors are concerned that rising gas prices will reignite inflation, forcing central banks to increase interest rates more aggressively than markets currently expect. Gas plays a central role in the region’s economy, accounting for 21% of the EU’s energy mix, and between 25% and 35% for the UK. (Bloomberg)

Source:https://x.com/staunovo/status/2092820485574717892