The cawing of crowsReport Date: 15th February, 2023
There are several reasons to go long EU gas (TTF) and global LNG. First, last year’s reductions in EU demand will not be repeated as measures to reduce EU gas consumption per unit of GDP are unlikely to work this time. Second, China and the EU will be competing for the same LNG gas supply. Third, global energy prices (outside of gas) will be rising.
To read the full report - Login or SubscribeSUBSCRIBE