US EIA Natural Gas Stocks Change (May/01) 63
The latest EIA report indicating a stock change in natural gas draws attention as it reflects supply-demand dynamics that can influence pricing in the commodity markets.
US Energy Secretary Wright says don't have direct dialogue with Iranian officials, Fox News; looks like Iran has cut production by around 400k BPD
Bearcave negative on Kinsale (KNSL)
US EIA Natural Gas Stocks Change (May/01) 63
Current negotiations between the US and Iran are the closest they have been to ending the war, INA reports
Shell (SHEL LN) CFO says still want to have exposure to full integrated value chain of LNG Canada
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A larger than expected change could signal tightening or oversupply conditions, impacting broader energy sector sentiment and potentially affecting related assets like WTI and currency flows linked to energy export trajectories.
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