The IEA's Global Gas Security Review says EU storage entered the heating season at about 75% full against an 80% target, the lowest since 2013, while global LNG supply is set to fall 3% this year in the steepest annual decline on record.
Voyage freight on the US Gulf to Caribbean MR route has surged about 91 percent in 30 days, with Mediterranean LR2 and Middle East LR1 routes up 35-55 percent, as the Iran war ties tankers up in Gulf of Oman shuttle work and pushes Atlantic fixture levels to records.