April CPI data comes in at four-year lows, undermining forecasts that tariff-related costs will pass through to consumers and drive price growth
EU injection pace lags historical rates despite European gas storage ending the winter with below-average inventories (1313 Bcf vs 1394 Bcf 10YR avg) after higher-than-normal withdrawals.
OPEC's March production data from the April 2025 MOMR shows limited immediate effects of the Trump administration's reinstated maximum pressure campaign on Iran
U.S. trade deficit narrows to the second-largest on record as imports hold flat at $401.1 billion and exports increase 2.9% M/M to $278.5 billion
Immediate takeaways from President Trump's April 2 reciprocal tariff announcements
Guyana's medium Payara Gold erases its brief premium over Brent as West Coast refiners' concerns about U.S. tariffs on Canadian crude imports fade
Tech giants sign up to support the World Nuclear Association's goal of tripling global nuclear power generation capacity by 2050
Money managers removed over 150 million contracts of long interest in Dutch TTF over the past three weeks as warm weather and new regulations ease imminent storage risks
President Trump reaffirms plans to hit Canada with tariffs on March 4 and revokes Chevron's special license to operate in Venezuela.
Plus: Anti-fossil traffic light coalition posts massive losses in German chancellorship election, opening the door for new natural gas and nuclear generation capacity in Europe's largest economy
TTF plummeted over 8% in the first half of Thursday's trading as EU members states met to debate terminating the bloc's gas storage targets after TTF extended its two-week rally over $17/MMBtu through Oct '25.
Dutch TTF hits a two-year rolling prompt-month high of $16.482/MMBtu as European gas markets test the limits of the bloc's supply-side fears
