Energy Markets Under Siege: From the Persian Gulf to Texas Export Terminals
I’ve just released a deep dive on Substack into the converging crises hitting the energy and
commodity sectors this week.
Between a major oil spill at Iran’s Kharg Island that threatens
to choke the Strait of Hormuz and the sudden export crunch at Freeport LNG in the US, the
“Energy Rollercoaster” is in full swing.
In my latest analysis, I break down why the US Natural Gas market is facing a $3.50 ceiling,
how the shifting Fed expectations are impacting industrial metals like copper (ahead of
KGHM’s report), and what the crucial US-China summit could mean for global trade stability.
If you want the full picture of how these geopolitical pieces fit together, head over to my
Substack for the complete breakdown.