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NoLimit
NoLimit@NoLimitGains·
🚨 European natural gas prices up 32% this morning. TTF was at €53 yesterday. It spiked to €70 at open after two waves of Iranian strikes caused extensive damage at Ras Laffan in Qatar. The world’s largest LNG hub. QatarEnergy’s 77 million tonne per year export system is effectively shut. That’s 20% of global LNG supply offline. Europe was already walking in with gas storage at 27%. Lowest for this time of year since 2022. Asia is now bidding for every available cargo on the spot market. Ships heading to Europe are being rerouted east for higher bids. Europe keeps losing. HSBC said this week European gas prices will be 40% higher than previously forecast for all of 2026 and stay elevated into 2027. The European Commission is already talking about emergency price caps. This doesn’t look good. I’ll keep you updated as things develop. Follow with notifications, this is very important.
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Clara
Clara@Clara377ch·
@NoLimitGains Follow up on the Iranian attacks, the shutdown of Qatar Energy, the surge in TTF prices, and the progress of the EU's response.
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0xMariussi
0xMariussi@0xMariussi·
@NoLimitGains Europe was already at 15% storage deficit vs last year. A 77Mt/yr supply shock hits a market with zero buffer.
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The Daily Shifts
The Daily Shifts@TheDailyShifts·
@NoLimitGains Qatar expelled Iran's military/security attaches as persona non grata with zero injuries reported and fires now contained at Ras Laffan.
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Stockcram
Stockcram@stockcram·
@NoLimitGains Energy shock → inflation pressure → central banks stuck → growth risk rises this is how a supply shock turns into a macro problem fast If energy keeps spiking, do central banks even have room to cut this year?
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Geonomix
Geonomix@TheGeonomix·
@NoLimitGains Qatar has expelled Iran's military and security attaches, declaring them persona non grata after the strikes.
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Crypto Mind
Crypto Mind@cryptomindd1·
@NoLimitGains If LNG flows don’t normalize fast, this becomes 2022 all over again
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Rishabh Nahar
Rishabh Nahar@imrishabhnahar·
@NoLimitGains Oil from Hormuz. Gas from Qatar. India's two biggest energy dependencies are both under attack in the same war.
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COUNSEL
COUNSEL@MarketDiscipln·
@NoLimitGains This is bigger than gas. Energy moves → inflation Inflation moves → rates Rates move → the entire market People are watching stocks… Smart money is watching energy.
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Banana Republic 🦧
Banana Republic 🦧@Monkeyiobe·
@NoLimitGains Iran hits Qatar's LNG hub. 20% of global gas supply goes offline overnight. 😳 Europe's storage was already at 27%. Now Asia's outbidding them for every cargo. The Monkey in Europe didn't start this war but his heating bill just did. 💀
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Sven
Sven@Kuenni_SK·
@NoLimitGains Europe panic buying LNG while Asia just outbids them. Market always finds the highest bidder
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Ahriuk
Ahriuk@Ahriuk·
@NoLimitGains this isn’t a gas story this is a global pricing reset
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Crypto Coach
Crypto Coach@SatochiMood·
@NoLimitGains When 20% of global LNG goes offline, this isn’t “volatility” it’s a structural shock. Europe’s real problem isn’t price. It’s bargaining power.
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Ginox
Ginox@Ginox_Official·
@NoLimitGains Yes, this is getting serious fast. Europe’s really under pressure right now
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Trademind | Crypto Intelligence
This is more than a price move. It’s a competition for supply. Low European storage + disrupted LNG + higher Asian bids creates structural pressure. Short term → volatility Longer term → inflation risk The key variable now is restoration of flows. If supply stays constrained, the macro impact extends beyond energy.
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Cryplololo
Cryplololo@Xaviololo·
@NoLimitGains European gas +32% after Iranian strikes shut Ras Laffan (20% of global LNG). Europe’s storage at 27%, Asia outbidding for every cargo. Prices set to stay sky-high → inflation & market stress incoming
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Desmond Des Des
Desmond Des Des@jk102801·
@NoLimitGains Everyone’s blaming the strikes, but this vulnerability was years in the making. This crisis didn’t start today it’s just being exposed now.
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Crypto 💎Best
Crypto 💎Best@best_cryptobest·
@NoLimitGains This confirms why Europe is racing to secure LNG cargoes right now any prolonged outage at Ras Laffan would keep TTF well above €65 through next winter. What’s your take on storage levels holding?
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SkylerCrypto
SkylerCrypto@Skyler1Crypto·
@NoLimitGains Trump has decided to set the Middle East ablaze and wreak havoc around the world
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Praise
Praise@Praisemetax·
@NoLimitGains The supply shocks ripple faster than policy can respond. And losing 20% of global LNG forces Europe into a bidding war it’s already losing, with low storage amplifying pressure. Prices stay elevated as competition intensifies.
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@futurewealthgroup
@futurewealthgroup@futurexwealth·
@NoLimitGains A 20% hit to global LNG supply is forcing flows to reprice in real time. With Europe’s storage thin and Asia bidding up cargo, policy responses can’t replace lost supply.
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Lock In
Lock In@lockintrade·
@NoLimitGains my heating bill just discovered the word "exponential" and it's using it a lot
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Techmik
Techmik@MichaelAluya3·
The ships being rerouted east for higher Asian bids is the mechanism that makes European price caps self-defeating. Cap the price in Europe and you don't keep the gas — you just guarantee the cargo goes somewhere that pays market rate. Emergency price caps worked when Russia cut supply gradually and Europe could negotiate bilaterally. They don't work when the shortage is global, the bidding is simultaneous, and Asia has deeper pockets for spot cargoes.
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Drypto
Drypto@Dryptocurrency·
@NoLimitGains @grok how could Canada step up in a time like this if there was a greater focus on LNG production and more pipelines to allow for efficient domestic supple and global export?
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Ray
Ray@Ray12466763·
Europe about to relive 2022 on nightmare mode 😬 27% storage + 20% of global LNG vaporized overnight… this isn’t a spike, it’s a structural repricing. Anyone still short natgas or betting on quick de-escalation is about to learn a very expensive lesson. Sub €100 TTF is officially a memory. Thanks for the real-time updates brother keep them coming.
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alex amorino
alex amorino@AlexAmorin4610·
@NoLimitGains This was the plan from the beginning. Israel new exactly what they did when striking the gas facility.
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Sunil Sanjan
Sunil Sanjan@sunilsanjan·
@NoLimitGains This is no longer just a regional w@r instead it is a direct assault on the world's economic plumbing. The global shockwave hit instantly as Brent crude violently surged towards $115...👇 x.com/sunilsanjan/st…
Sunil Sanjan@sunilsanjan

The unwritten rule of the Middle East just got completely shattered after Isr@el decided to bypass traditional military bases and directly b0mb Ir@n's South Pars field. This was not just a standard str!ke instead it was a devastating hit on the massive economic jugular that pumps 70% of Tehran's domestic gas, guaranteeing that the retaliation was always going to come hard and fast at the wealthiest, softest targets nearby. Ir@n's terrifying wave of miss!les and dr0nes, caused extensive structural damage at Qatar's massive Ras Laffan LNG hub, forcing the UAE to shut down its Habshan gas complex, sparking fires at two Kuwaiti refineries, and making Saudi Arabia scramble to intercept r0ckets aimed right at Riyadh. This is no longer just a regional w@r instead it is a direct assault on the world's economic plumbing. The global shockwave hit instantly as Brent crude violently surged towards $115, European gas prices spiked around 30%, and the Strait of Hormuz remains effectively choked, stranding fuel ships. If this tit-for-tat escalation continues to target energy grids, we are staring down an apocalyptic economic disaster that could permanently cripple the global supply chain. A full blown energy crisis would send oil blasting past $150 a barrel, triggering rapid hyperinflation, freezing industrial manufacturing across Europe & Asia, and forcing developing nations into immediate darkness and total bankruptcy. Right now, the wealthy Gulf states are trapped in a total diplomatic nightmare. While they are issuing joint condemnations and publicly discussing military options to save face, the blunt truth is they are terrified of launching unilateral str!kes bcz entering the crossfire directly would just invite more Ir@nian infrastructure hits. Instead, they are completely reliant on U.S protection, with Trump threatening to entirely wipe out what is left of South Pars if Tehran attacks again. The absolute darkest joke in all of this is Washington publicly claiming they knew absolutely nothing abt the initial Isr@eli str!ke, which is basically like ur roommate burning down the entire neighborhood block and u telling the cops u were just taking a nap! 😂 Ultimately, Ir@n has likely just paused tactically but not backed down strategically and warning of massive blowback if Arab states allow U.S str!kes from their soil. It is a controlled escalation sitting right on top of a global energy chokepoint, and when both sides start hitting the fuel tank instead of the engine, u know the stakes have quietly gone from serious to incredibly dangerous. #Qatar #IranWar#Iran

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Adam
Adam@AdamJon63408241·
@NoLimitGains @GLigh7 When do you think that the QE starts in Europe and US?
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PaloPB
PaloPB@PaBo33·
@NoLimitGains 1929 is not far away. Playbook for world crisis is 🔛.
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MarketRhythm | Timing & Structure
If disruption holds expect continuation higher in TTF as Europe competes with Asia for spot cargo leading to sustained price pressure elevated volatility and potential spikes on low liquidity hours Europe likely forced into demand destruction via industry slowdown while inflation risk re-accelerates EU may intervene with caps or subsidies but that distorts flows rather than fixing supply if Qatar capacity stays offline longer this shifts into a prolonged structural squeeze across energy and macro markets
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HimCrypto
HimCrypto@himcryptox·
@NoLimitGains Fact check: Energy markets are pricing war risk, not permanent shortage. The moment tensions cool, supply routes reopen → panic unwinds → prices drop fast. We’ve seen this playbook before.
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