According to @business, the UK, Japan, Germany and other countries signed a declaration to support a global market for natural gas, highlighting coordinated policy attention on gas trade and pricing (source: @business). For trading, monitor LNG futures, European TTF and Asia JKM gas benchmarks, as well as related utilities and LNG shipping equities for headline-driven liquidity and price discovery tied to this policy development (source: @business). Crypto market participants can also watch energy-sensitive BTC miner equities and sentiment given the policy focus on natural gas reported here (source: @business).

According to The Kobeissi Letter, the recent surge in the trade deficit is closely tied to exponential increases in imports of industrial supplies such as oil, LNG, gold, and steel. This trend has significant implications for traders anticipating a prolonged trade war, as producers are currently experiencing heightened levels of concern, impacting market stability.