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11.11.26 - 13:39
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Qatar LNG Loadings Climb To Half Of Pre-War Levels As Energy-Starved Europe Prays For Winter Relief (ZeroHedge)
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Qatar LNG Loadings Climb To Half Of Pre-War Levels As Energy-Starved Europe Prays For Winter Relief
The story in the Strait of Hormuz has been that Middle Eastern crude exports have recovered to about 80% to 85% of pre-war levels, including pipeline shipments, while refined-product exports remain muted.The uneven recovery shows how Gulf producers prioritize crude oil shipments over refined products as the Hormuz chokepoint remains vulnerable despite encouraging diplomatic signals. Fereidun Fesharaki, chairman emeritus of industry consultant FGE NexantECA, said last week that while Middle Eastern crude exports, including pipeline shipments, have recovered to 80% to 85% of pre-war levels, refined-product shipments remain at around 35% to 40%."Oil infrastructure such as refineries remains susceptible to drone strikes," which has led Gulf producers to prioritize crude shipments, said Xavier Tang, senior market analyst for Vortexa.More good news from Hormuz on Tuesday, as Bloomberg reports tha...
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09.11.26 - 20:48
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NatGas Shorts "Forced To Cover" As US Cold Blast Threatens Record Hedge Fund Bear Bets (ZeroHedge)
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NatGas Shorts "Forced To Cover" As US Cold Blast Threatens Record Hedge Fund Bear Bets
US natural gas futures jumped Monday morning as forecasts shifted sharply colder across the Mid-Atlantic and Northeast, colliding with the record hedge fund short position we flagged Sunday.Incoming Cold Blast"A midweek cold front is expected to bring a noticeable cooldown across portions of the central and eastern Corn Belt. By Thursday and Friday, temperatures will trend toward or below seasonal averages across much of the region, while warmer conditions persist farther west," private weather forecaster BAMWX wrote on X.A midweek cold front is expected to bring a noticeable cooldown across portions of the central and eastern Corn Belt. By Thursday and Friday, temperatures will trend toward or below seasonal averages across much of the region, while warmer conditions persist farther west.Stay… pic.twitter.com/2IAfAsC56z— BAM Weather (@bam_weather) November 8, 2026
Washington, DCPhila...
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