Henry Hub
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Asia’s LNG Shock Is Turning Into A Fuel-Switching Trade
Japan is cutting gas-fired generation, Korea is using tariff relief, and the JKM-TTF-Henry Hub spread is forcing traders to treat LNG, coal, power and inflation as one connected macro trade.
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Summer Gas Is Turning Into A Power Optionality Trade
U.S. natural-gas futures are swinging with weather and storage data, ERCOT is warning about record summer load, and Europe is being told not to get complacent on LNG. The real signal is that summer power demand is becoming a cross-market options trade again.
