Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

Deep Fundamental Analysis

Unpacking the Henry Hub Rally and the Forces Driving It

Oil and Gas, Mint Finance

Suhas Reddy

Oil and Gas

Commodities

<ul>
<li>Henry Hub surged on cold forecasts and record LNG demand, while TTF stayed soft due to tepid demand. Weather and LNG flows now drive a volatile winter spread.</li>
<li>The Henry Hub–TTF spread faces exceptional uncertainty, shaped by diverging regional fundamentals. Henry Hub remains sensitive to U.S. forecast shifts, while TTF is anchored by strong EU storage.</li>
<li>With weather driving short-term volatility, the spread remains highly unpredictable. Even steady U.S.–Europe LNG flows offer only partial stability as shifting forecasts and regional imbalances continue to reshape price dynamics.</li>
</ul>


Henry Hub surged on cold forecasts and record LNG demand, while TTF stayed soft due to tepid demand. Weather and LNG flows now drive a volatile winter spread.
The Henry Hub–TTF spread faces exceptional uncertainty, shaped by diverging regional fundamentals. Henry Hub remains sensitive to U.S. forecast shifts, while TTF is anchored by strong EU storage.
With weather driving short-term volatility, the spread remains highly unpredictable. Even steady U.S.–Europe LNG flows offer only partial stability as shifting forecasts and regional imbalances continue to reshape price dynamics.


Gas Markets See Divergence Due to Weather, LNG Flows and Europe’s Calm Start

Natural Gas

Gas Markets See Divergence Due to Weather, LNG Flows and Europe’s Calm Start