PODCAST: With special guest Ira Joseph, head of pricing at S&P Global
Read what members are saying. Subscribe to join the conversation.
The US says the war is over and Hormuz is open. Energy markets are desperate to agree. Here’s what we know, what we don’t, and why the next two months will be more dangerous than headlines suggest.
Credulous energy markets have stopped pricing Iran, and started pricing Trump’s presidential word salads instead. This cannot end well.
The hard risk budget cap keeping TTF below €50 has lifted. What remains is softer, stranger and harder to trade: a market with room to rally, but no-one willing to push through.
But intervention is unnecessary, says Commission’s Gas Market Task Force