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Global Commodities: A bitter cold US natural gas market ramps up LNG supply as Europe struggles to win cargoes

At Any Rate

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Cold Weather Impacts on U.S. Natural Gas Supply and Geopolitical Dynamics

This chapter examines the influence of unusually cold January weather on the U.S. natural gas market, alongside a structural decline in supply due to geopolitical tensions affecting Russian pipeline flows. It explores the potential repercussions for U.S. LNG exports and discusses the limited effects of sanctions on the Russian energy sector amidst ongoing uncertainties.

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