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European gas seasonal spreads move back toward positive territory
Winter - Summer 2026 spreads are gradually turning positive again, driven by the market pricing in a more lasting impact from the Iranian conflict and as the EU gives verbal instruction to member states to relax gas storage mandates
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The rising cost of system imbalance
We analyse how imbalance risk evolves as RES penetration in the GB power market rises - and why it is becoming a core commercial driver for asset owners & investors.
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TTF curve reprices higher as Middle East supply risk extends down the curve
Strikes on Qatari gas infrastructure have shifted market pricing from a near term supply shock towards a longer duration risk premium across the TTF curve.
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The conflict in Iran drives LNG charter rate volatility
The conflict in Iran has driven a rapid spike and then record-breaking fall in charter rates as global LNG flows adjust to the supply shock
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A new way to forecast price volatility & correlations
We set out a way to project price volatility & correlation and use an LNG market case study to demonstrate market and asset value impact