Deregulate To Regulate

Will QatarEnergy's LNG Fiasco Derail Goldman's Prewar View Of A Mega LNG Wave Global energy flows are being rewired across Eurasia as the Russia-Ukraine war and the latest U.S.-Iran conflict disrupt Gulf energy flows in what may be the worst energy shock on record. One major new development is that roughly 20% of global LNG flows remain shut in the Gulf region because of the Hormuz chokepoint, with QatarEnergy warning last week that 17% of its LNG export capacity could be offline for three to five years. That brings us to Goldman commodities...

Ukraine's Odesa Heavily Attacked In 'Retaliation' For Deadly Drone Raids On Moscow The Russian Defense Ministry (MoD) announced Monday that its forces executed a massive missile and drone barrage across Ukraine, which is clearly the expected big retaliatory response following Ukraine's large-scale drone wave attack on Moscow over the weekend. Kremlin officials specifically described the new assault as indeed direct retaliation for "terrorist attacks" carried out by Kiev, which killed at least three in the Russian capital, injured dozens, hit a refinery, and unleashed havoc and fear among the population. The...

Oil Plunges, Stocks Spike As Trump "Postpones" Military Strikes On Iran After "Productive" Talks; Tehran Denies Contact Update (0745ET): Well that didn't take long - and consider the source - but Iran’s state news agency rejects Trump’s claim of 'constructive conversations' "There is no direct contact with Trump, not even through intermediaries," Fars News reports, citing a source. "Trump backed off after hearing that our targets would be all power plants in West Asia." Oil is rebounding and stocks retreating modestly on the news... IRAN SAYS THERE WAS NO DIRECT OR INDIRECT CONTACT WITH TRUMP...