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Natural gas: Shipping channel drives gas volatility – Societe Generale
Societe Generale analysts Michael Haigh and Jeremy Sellem argue that LNG shipping conditions are central to how maritime risk transmits into natural gas volatility. As Europe relies more on LNG imports and the United States on exports, freight costs, inventory adequacy and security of LNG trade routes become key drivers of implied volatility, especially during periods of heightened maritime disruptions.