Nat gas up ish 100% in two weeks as supply vulnerability = reality
European gas markets are no longer repricing risk.
They are pricing disruption. Since yesterday morning, TTF has moved violently higher.
After trading around EUR 39/MWh early yesterday, the market spiked to EUR 49/MWh in the afternoon, a EUR 10/MWh move in just a few hours.
That first leg higher followed reports of halted Qatari LNG.