Natural Gas

Energy Geopolitics

Europe’s Coal Contradiction: Climate Targets Collide With Energy Security Reality

Despite historic lows in coal generation, Middle East tensions expose EU dependence on volatile gas markets, forcing governments to recalibrate Net Zero timelines.

8 min read ·
Energy Markets

Europe Gas Prices Poised for Biggest Weekly Jump in Three Years as Middle East Conflict Cuts LNG Supply

Benchmark TTF prices surge 50% as Qatar halts production and Strait of Hormuz disruption removes 20% of global LNG from markets, reviving 2022 energy crisis fears.

9 min read ·
Energy Geopolitics

Insurers Abandon Gulf Energy Lifeline as Strait of Hormuz Nears Total Shutdown

War risk premiums surge to 1% of vessel value as Iran's closure of the world's most critical oil chokepoint strands 150 ships and threatens 20% of global petroleum supply.

9 min read ·
Energy Geopolitics

Europe Gas Crisis Returns as Iran Conflict Drives Prices to €46/MWh

Qatar halts LNG production after Iranian strikes on Gulf energy hubs, sending European TTF futures up 45% and exposing the continent's persistent dependence on volatile global supply chains.

9 min read ·
Energy Geopolitics

Israel Shuts Leviathan Gas Field Amid Iran Conflict, Threatening Mediterranean Supply Chains

Chevron halted production at the 1.2 bcf/d field following government order, cutting 60% of Israel's gas output and disrupting exports to Egypt and Jordan as regional energy infrastructure faces mounting security risks.

8 min read ·