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European Gas Prices Soar on Strait of Hormuz Tensions

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Natural Gas
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The recent escalation in military tensions between the US and Iran has sent shockwaves through European gas markets, driving prices to their highest level since March.

The benchmark Dutch front-month contract rose by 3.15 euros to 70.10 euros per megawatt-hour (MWh), topping the 70-euro threshold for the first time in over five months, as fears of supply disruptions and prolonged closure of the Strait of Hormuz weighed on prices.

The Strait, a critical transit corridor for liquefied natural gas (LNG) shipments from Qatar, is particularly sensitive due to its role in carrying approximately 20% of global LNG flows.

The sudden price surge has injected renewed cost-push inflation fears across European industrial sectors, complicating the economic picture for the European Central Bank as it prepares for its September 10 monetary policy meeting.

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