MEP trade ALERT 7/2/26
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“Members-only trade note — full entry, sizing and rationale inside.”
A pullback inside a young upcycle, the China supply restart, and whether the multi-year shortage still holds. Deep dive plus supply supplement.
Supply growth, LNG takeaway to 20 Bcf/d, AI power demand — and whether the independents are overproducing again or scaling with discipline.
Members-only trade note - full entry, sizing and rationale inside.