🔥 𝗢𝗻𝗲 𝗳𝗼𝗿 𝘁𝗵𝗲 𝗥𝗼𝗮𝗱? | Seb Kennedy 🔥 As 2024 comes to a close, the fate of Russian gas transits through Ukraine has captivated European gas markets, sparking bullish sentiment throughout the year. But with the interconnector agreement between these two warring nations set to expire at midnight, the question remains: 𝙄𝙨 𝙩𝙝𝙚 𝙥𝙖𝙧𝙩𝙮 𝙤𝙫𝙚𝙧 𝙛𝙤𝙧 𝙀𝙐 𝙜𝙖𝙨 𝙗𝙪𝙡𝙡𝙨? 🔍 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀: 1️⃣ Despite intense last-minute geopolitical negotiations, Russian gas will likely cease flowing through Ukrainian pipelines on New Year’s Day. 2️⃣ While this is no surprise, the market continues to price it as if it were a shock event. 3️⃣ The halt may be temporary – Russian gas could become a bargaining chip in peace talks under the Trump presidency. 💡 𝙒𝙝𝙖𝙩 𝙬𝙞𝙡𝙡 𝙩𝙝𝙞𝙨 𝙢𝙚𝙖𝙣 𝙛𝙤𝙧 𝙀𝙪𝙧𝙤𝙥𝙚𝙖𝙣 𝙜𝙖𝙨 𝙢𝙖𝙧𝙠𝙚𝙩𝙨 𝙝𝙚𝙖𝙙𝙞𝙣𝙜 𝙞𝙣𝙩𝙤 2025? 𝙄𝙨 𝙗𝙪𝙡𝙡𝙞𝙨𝙝 𝙨𝙚𝙣𝙩𝙞𝙢𝙚𝙣𝙩 𝙤𝙫𝙚𝙧, 𝙤𝙧 𝙖𝙧𝙚 𝙩𝙝𝙚𝙧𝙚 𝙣𝙚𝙬 𝙙𝙮𝙣𝙖𝙢𝙞𝙘𝙨 𝙖𝙩 𝙥𝙡𝙖𝙮? 📊 𝗚𝗲𝘁 𝗦𝗲𝗯 𝗞𝗲𝗻𝗻𝗲𝗱𝘆’𝘀 𝗳𝘂𝗹𝗹 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀 𝗙𝗥𝗘𝗘 𝗵𝗲𝗿𝗲: https://lnkd.in/dKzXU8nc 📢 𝗦𝘁𝗮𝘆 𝗮𝗵𝗲𝗮𝗱 𝗼𝗳 𝘁𝗵𝗲 𝗴𝗲𝗼𝗽𝗼𝗹𝗶𝘁𝗶𝗰𝗮𝗹 𝘀𝗵𝗶𝗳𝘁𝘀 𝘀𝗵𝗮𝗽𝗶𝗻𝗴 𝗲𝗻𝗲𝗿𝗴𝘆 𝗺𝗮𝗿𝗸𝗲𝘁𝘀. 🤔 𝗡𝗼𝘁 𝗮 𝗠𝗲𝗺𝗯𝗲𝗿 𝘆𝗲𝘁? Stay updated with the latest insights from EklipX Research. 👀 𝗥𝗲𝗴𝗶𝘀𝘁𝗲𝗿 𝗙𝗥𝗘𝗘 𝘁𝗼𝗱𝗮𝘆👉 https://lnkd.in/ekJZj7nV #EnergyMarkets #GasMarkets #Geopolitics #RussianGas #Ukraine #MarketAnalysis #EU
>Head of Energy Trading >Original LinkedIn energy markets guy, since 2010
3dI was reading Seb’s substack this morning, and thoroughly agree. How many times can the same risk be pushed in the media and added as premiums. Looks like the ‘hook, line & sinker’ brigade will help TTF close at yearly highs 📈