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Brief: EU Parliament Endorses Flexible Gas Storage Mandates
The EU’s push for more flexible storage regulations highlights the bloc’s escalating supply concerns as European Commission officials attempt to force member states to adopt legislation to cut all imports of Russian natural gas (pipeline + LNG) to zero by the end of 2027
Brief: Asia's Floating Stocks Expand Deficit on Return from Refinery Maintenance
Global floating crude stocks gained 2.5 MMb W/W to 79.6 MMb over the seven days ending July 6. While the increase was the first in three weeks, the Y/Y deficit in global floating storage expanded to -13.8 MMb from -10.7 MMb last week.
Brief: Demand Signals from Global Manufacturing Activity
The J.P. Morgan Global Manufacturing PMI increased to 50.3 in June from 49.5 in May, crossing the 50.0 no-change threshold for the first time in three months to indicate a marginal expansion in global manufacturing activity and potential for upside surprises to global commodity consumption heading into 2H25.
Brief: Hedge Funds' TTF Bets Face New EU Storage Regulations
The European gas market is unlikely to get a reprieve from near-term volatility as a complex combination of new EU gas regulations, low seasonal storage levels, and a sharp increase in hedge funds’ speculative bets on TTF offset this week’s rapid reduction in conflict-related disruption risks to Qatari LNG exports.
