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EU Gulf (or US?) Vulnerability

Strategy Report ·David Roche ·04 Mar 2026

EU Gulf (or US?) Vulnerability The blow out in EU TTF Natural Gas Futures is a short term market squeeze. Stay away from it. EU gas markets are fairly soundly balanced, Vulnerability to Middle East disruption is very low. The biggest risks are still high dependence on Rus…

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Russia's Matryoshka Energy Doll Set - The Truth Within The Truth

Archive Report ·David Roche ·09 Mar 2023

This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch.

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