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12.10.26 - 14:27
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EU NatGas Nears Mutli-Year Highs Even As Citi Sees Supply Crunch Easing (ZeroHedge)
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EU NatGas Nears Mutli-Year Highs Even As Citi Sees Supply Crunch Easing
Europe's main natural gas price benchmark is headed for multi-year highs despite the "energy ceasefire" reported between Russia and Ukraine over the weekend and improving Strait of Hormuz energy flows. Europe is heading into the Northern Hemisphere winter without Qatari LNG exports and with storage levels well below 15-year lows.
Dutch TTF futures trade around 83 euros per megawatt-hour, the highest level since early 2023. The September pullback to around 70 euros per megawatt-hour was short-lived.
"Even without Qatari LNG exports, Europe is injecting gas into storage at a faster-than-expected pace. European storage is over 73% full, despite earlier expectations of not getting to 70% before winter starts," Citi analyst Maggie Xueting Lin wrote in a note.
However, EU gas storage levels are still well below seasonal norms. The 15-year average sits around 90%.
In late August, when Dutch TTF futures trade...
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12.10.26 - 06:45
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Rekord-Import von russischem LNG-Gas in die EU (Tichys Einblick)
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Iuliia Mendel, die frühere Mediensprecherin von Wolodymyr Selenskyj, erinnert aktuell die Social-Media-Öffentlichkeit an die Einkaufspolitik der Europäischen Union, die durchaus als irritierend bezeichnet werden könnte: „Die EU importiert die Rekordmenge von 12,18 Millionen Tonnen an russischem Arktis-LNG in den ersten neun Monaten des Jahres 2026, das ist ein Anstieg von 9,5 Prozent im Vergleich zur
Der Beitrag Rekord-Import von russischem LNG-Gas in die EU erschien zuerst auf Tichys Einblick....
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08.10.26 - 21:38
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From Force Majeure To Forced Haulage: Oracle Is Now Trucking Natural Gas To Its AI Data Centers (ZeroHedge)
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From Force Majeure To Forced Haulage: Oracle Is Now Trucking Natural Gas To Its AI Data Centers
Two weeks ago, Oracle told the world that Project Jupiter, its massive 2.45GW New Mexico mega-campus for OpenAI, was "on schedule." It also sent a force majeure notice to the developer.
Today we found out how it plans to square that circle: with a lot of trucks.
According to Bloomberg, Oracle has been quietly keeping several data centers on track by hauling compressed natural gas (CNG) by road straight to the server farms, and is now weighing the same stopgap for Project Jupiter, where the gas pipeline that is supposed to feed the campus is running late and threatening the timeline. The plan would let Oracle bring the early phases online before the pipe enters service.
Oracle shares slid about 5.5% on the report...
.... while Bloom Energy (BE), which happens to have a 2.4GW fuel cell contract for Project Jupiter (fuel cells which, last we checked, run on natural gas), tumbled 8%
Regular Re...
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08.10.26 - 13:51
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Qatar Masses Tanker Fleet With 2% Of Global LNG Shipping Capacity (ZeroHedge)
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Qatar Masses Tanker Fleet With 2% Of Global LNG Shipping Capacity
Ongoing tensions in the Gulf region pushed Brent crude futures back above $101 a barrel. Reports of Houthi attacks in Saudi Arabia, missile interceptions near Riyadh, and concerns about tanker attacks in the Strait of Hormuz have produced a lot of uncertainty about supplies ahead of the Northern Hemisphere winter.
In recent weeks, crude flows through the Strait of Hormuz have increased, but only because of the US military presence in the critical waterway. Meanwhile, Trump administration officials have boasted that Iran's exports have plunged to zero.
Iran reiterated earlier this week that the Hormuz chokepoint won't reopen until US negotiators meet its conditions for a peace deal. The problem with that is that Goldman's most recent report on Hormuz crude flows shows they are back to prewar levels as Tehran's leverage erodes.
A new indication that Hormuz energy flows could ramp up comes from a Wednesday morning Bloomberg New...
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07.10.26 - 21:33
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NatGas Rises As Forecasts Signal Looming "Arctic Blast" (ZeroHedge)
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NatGas Rises As Forecasts Signal Looming "Arctic Blast"
Natural gas futures climbed on Wednesday morning as cooler weather forecasts across the Lower 48 pointed to stronger heating demand next week and as LNG exports from Gulf states reduced supplies available to the domestic market.
Flagship AI models showing an "Arctic Blast" in the longer range forecasts ~10 days from now. Keeping a close eye on the Arctic as it could stretch and destabilize causing a massive dump of unseasonably cold air already in mid-October. Downscaled-AIFS low temperatures Sunday October 18 -- way too close to freezing for me in Atlanta.
— Ryan Maue (@RyanWeather) October 7, 2026
NatGas futs rose 5.3 cents, or 1.7%, to $3.167 per million British thermal units on the New York Mercantile Exchange in the early US cash session.
Forecasts shifted toward cooler conditions across the northern half of the US. Average temps across the Lower 48 are expected to drop below 30-year seasonal norms next Wednesd...
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