2022 European LNG Crisis
Replay TTF spikes, JKM-TTF arb collapse and US Henry Hub-to-NWE netback inversion through the Russian pipeline cut-off.
- TTF peak
- €345/MWh
- JKM-TTF spread
- −$18.40/mmbtu
- US export utilisation
- 104%
Three institutional tools sharing one model: a granular netback simulator, a geopolitical scenario engine, and a historical trade replay (preview).
Drive the same Netback and Scenario engines from archived market state — freight, prices, cracks, war-risk premia — and step through past episodes day-by-day to validate models and stress-test desk strategy.
Replay TTF spikes, JKM-TTF arb collapse and US Henry Hub-to-NWE netback inversion through the Russian pipeline cut-off.
Step through Houthi attacks, Cape re-routings, war-risk premia and the resulting tanker tonne-mile inflation.
Replay the G7 price cap, Urals discount blowout, India/China take-up and the dark-fleet build that absorbed displaced barrels.
Replay simultaneous USGC and NWE refinery trips, 321 crack reaction, distillate inventory draws and the resulting netback rotation.