The 27 Club
Who wants to place a wager on what the world will look like in 2050?
Member discussion: The 27 Club
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The post-Hormuz cliff edge
Prolonged closure jacks up near-term volatility, and sets the stage for an abrupt reversal: macroeconomic shock + demand destruction + new LNG supply wave
The shock absorber cracks
For 55 days, the war-shocked global LNG market has been balanced by Asian state buyers going without. One just said, enough is enough.
Groundhog Strait
🎧 US-Iran ceasefire extended, Hormuz still closed to LNG. Could the Strait dominate the US midterms? We created three new LNG supply scenarios to find out.
A market at war with itself
Does the mispricing thesis still hold water? Either the data is wrong, or the market is.