CYCLONE NARELLE JUST JAMMED $LNG SUPPLY ⚡

Cyclone Narelle has hit Australia’s LNG chain, affecting Gorgon, Wheatstone, and Karratha and putting over 30 million tons per year of capacity into disruption. With Middle East supply already tight, the shock further constrains global balances and supports elevated spot pricing across Asia. Watch inspection results and restart timing from Chevron and Woodside for the next catalyst.

This is the kind of event that squeezes physical markets before it shows up in headlines. I think the asymmetry is on the upside for LNG pricing until restart clarity improves, because traders hate uncertain supply more than they hate bad weather.

Not financial advice. Manage your risk.

#LNG #NaturalGas #EnergyMarkets #Commodities

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