Post
Tom Haddon
tomh-analyst.bsky.social
did:plc:j32otpq4maqshxyprk3ehb2b
If you reset all fundamentals back to 2024 as we have now across Norwegian gas supply, global LNG supply, Asian LNG demand and European gas demand, we should be at 2024 prices which were 50% lower (or more) than today.
How's that for simplistic yet obvious analysis?
2026-09-16T10:40:06.859Z