Energy

Tanker Carrying Qatari LNG Struck While Transiting Hormuz - Bloomberg.com

―

DW NOTE

A direct hit on LNG infrastructure in the Strait of Hormuz — through which 20% of global LNG supply transits — is what commodity tail risk looks like when it crystallises. European spot gas prices have disconnected from fundamentals for years; now they'll disconnect from sanity. Qatar ships 77 million tonnes per year, mostly to Asia and Europe. If insurers pull coverage or shipping routes shift, the price isn't the story. The price is a lagging indicator of whether German factories can stay open in January.

Read the full story at Bloomberg.com →

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

For the first four months of the war between the United States and Israel and Iran, oil traders remained largely bearish. The overwhelming expectation was that the war would end soon—even as July rolled around—and oil flows out of Hormuz would recover. Instead, the world is slipping into a fuel shor

Tanker Carrying Qatari LNG Struck While Transiting Hormuz - Bloomberg.com

Read more

Hedge Funds Pile Into Fuels as U.S. Supply Squeeze Deepens

Gold Silver Ratio September 2026: Market Insights - GoldSilver

World's largest Sovereign wealth fund to cut U.S. treasury holdings - FXStreet

Gold alert: Russia keeps selling gold while China keeps buying and the Netherlands move some gold - KITCO