The September Countdown Is Priced Wrong
Freeport restarts soon, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub spread is the clearest trade in energy right now.
August 25, 2026
Freeport restarts soon, EU storage is below seasonal norms, and the Russian LNG cutoff clock is running. The TTF-to-Henry-Hub spread is the clearest trade in energy right now.