$VG$LNG$EE$GLNG$FLNG US-LISTED LNG & GAS BENEFICIARIES: TTF RALLY PLAYBOOK
With TTF at €82/MWh and EU storage at a near two-decade seasonal low, Europe is on track to import a record 185+ bcm of LNG in 2026. US LNG spot netbacks have been running at $8–$15/MMBtu since March
