Tweet: 2034611878966489186

Author: @thierry_bros

Date: Thu Mar 19 12:44:07 +0000 2026

URL: https://x.com/i/status/2034611878966489186

🇷🇺 gas weaponisation in 2021/2022 ▶️ 76 bcm loss for 🇪🇺

If 🇶🇦 LNG stays out for 8 months, disruption will be of the same amount.

Markets are not yet pricing such a long disruption (more 4 to 6 months). Once markets price this, expect TTF to go above 100 EUR/Mwh

Stats: ❤️ 31 · 🔁 16 · 💬 2