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Tom Haddon
tomh-analyst.bsky.social
did:plc:j32otpq4maqshxyprk3ehb2b
Also, because LNG is a global market, it's worth injecting context as to why traders are so laid back about this winter. Let's take Japan, LNG has become so expensive that the long term contracts are not worth it vs restarting nuclear + coal (eugh) so reloading is happening and less renewals.
2025-10-29T09:36:57.595Z