Long peace, short $LNG.
The prospect of a peace agreement in Ukraine is gaining traction. While positive for global stability, it could trigger a significant shift in energy markets.
European natural gas prices surged after Russia’s invasion, driving demand for LNG imports as countries scrambled to reduce reliance on Russian pipelines. Peace would likely ease those pressures, restoring pipeline flows and reducing the urgency for expensive LNG cargoes.
A bearish outlook on natural gas fundamentals makes shorting LNG (Cheniere Energy) an increasingly attractive trade
Long peace, short gas.
#Macro #EnergyMarkets #Geopolitics #NaturalGas #LNG #TradingIdeas
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