Just caught this - natural gas futures in Europe absolutely spiked today, up like 18% in Asian hours. TTF hit 51.30 euros per megawatt hour after Trump's comments about potentially blocking the Strait of Hormuz. Honestly didn't expect such a sharp move on geopolitical headlines alone. The thing is, most Middle East natural gas flows to Asia anyway, but if that waterway gets disrupted for real, Europe's scrambling to lock in supplies before winter hits again. They're already nervous about inventory levels. What's wild is natural gas prices over there have climbed over 50% since the US-Israel situation escalated back in late February. If peace talks keep failing, we could see even more volatility in this market. Limited LNG supply globally means Europe and Asia are basically competing for the same resources. Worth watching how this develops.

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