What's Next in Gas_ Risk to Israeli gas production reinforces upside risk to TTF this winter
ray dalio·2024-10-07 16:08
2 October 2024 | 9:13PM EDT _ What's Next in Gas: Risk to Israeli gas production reinforces upside risk to TTF this winter n (Limited)Tightening from potential Israeli production disruption is another reason why winterTTF price risks remain skewed to the upside. While operations at Israel's Leviathan (~12 Bcm/y) and Tamar (~10 Bcm/y) gas fields have already resumed after a brief interruption this week, risks of escalating tensions in the region imply a risk of renewed gas production disruptions. The 22 Bcm/ ...