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Topic: energy-security

The LNG carrier Gaselys
Economy
Monday, 7/20, 04:14 PM

Europe's gas problem is not today's price, it is November

  • Dutch TTF gas has jumped on the US-Iran war, but the number that matters is storage.
  • EU stocks were about 49% full on July 2, and the bloc's own regulator says LNG imports must rise roughly 13% on 2025 levels to hit the 90% target by November 1.
  • The war is disrupting the route that carries a chunk of that LNG.

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