The Dutch government is confident the country will secure enough natural gas inventories ahead of this winter and plans to establish an “emergency reserve” starting in 2026 https://t.co/xkYDSpVbzF ...

Investment thesis: With the first two months of 2025, namely April & May, where Europe historically expects to see a build in natural gas inventories behind us, we see a failure to close the gap relative to the average five-yearAnalyst’s Disclosure: I/we have a beneficial long position in the shares of EQNR, SHEL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). ...