1×07 The Decoupling Between Henry Hub and TTF: Foundations of a Persistent Gap

This episode analyzes the structural disconnect between natural gas prices in the United States and the markets of Europe and Asia, challenging the idea of a fully globalized energy market.

While Henry Hub maintains low costs due to excess domestic production, Europe’s TTF experiences high volatility driven by geopolitical tensions and dependence on imports. Latin America stands out as a beneficiary, leveraging its geographic proximity and long-term contracts to secure cheaper and more stable energy.