The Gazmageddon Thesis: How We Called the European Gas Crisis
When we coined the term 'Gazmageddon' in a July 2021 members-only report, European natural gas (TTF) was trading at roughly €25/MWh. By August 2022, the same contract touched €340/MWh — a 1,260% move.
The thesis was built on three pillars: depleted storage levels, geopolitical fragility in the Nord Stream corridor, and an over-reliance on Russian pipeline gas that the market systematically under-priced.
This article revisits the original analysis, tracks how the trade evolved, and distils the macro lessons that remain relevant for energy investors today.
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