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EU Gas Storage at 31%: ACER’s Warning and the US LNG Opportunity

EU Gas Storage at 31%: ACER’s Warning and the US LNG Opportunity

EU working gas storage sits at 30.93% as ACER warns the 90% winter fill target won’t be met. The math points to one solution: more US LNG. Here’s what it means for Haynesville, Appalachian producers, and the completions companies servicing them.

Natural gas processing facility and pipeline, LNG export terminal

The Hormuz Test: What One Empty LNG Tanker Tells Us About Global Energy Risk

April 3, 2026 — Houston The Strait of Hormuz has become the most consequential 33 kilometers in global energy markets. For the first time since the U.S. and Israeli strikes on Iran began on February 28, an LNG tanker has attempted transit of the waterway — and the market is watching