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Dutch TTF gas futures have more than tripled since the start of 2026 as shipping disruption through the Strait of Hormuz cut LNG supply from Qatar and the UAE. Prices reached levels last seen in December 2022 while European storage remains well below average heading into winter.
Higher European gas prices raise the cost of nitrogen fertilizer and energy-intensive feed processing, and they lift demand for US LNG and substitute fuels. Traders are pricing a winter squeeze, though an article forecasts a possible short-term pullback if supply headlines ease.
invezz.comNov 1, 2026
investing.comRoushni NairOct 31, 2026After 136 past bullish geopolitics events, Natural Gas moved a median +2.7% over 5 sessions (63% higher; middle half -1.8% to +8.8%), and +4.0% over 20.
After 60 past neutral geopolitics events, Crude Oil (WTI) moved a median -0.9% over 5 sessions (43% higher; middle half -4.7% to +2.3%), and -1.9% over 20.
After 205 past bullish geopolitics events, Urea moved a median +0.4% over 5 sessions (53% higher; middle half -2.1% to +3.0%), and -0.4% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
