“Disinflation” already ended.
“Disinflation” honeymoon was nice, thank you, but it’s over.
Gasoline sales have already been stagnating for years, interrupted by big drops in demand.
LNG exports to Europe up 150%, exports to Asia and Latin America plunge.
A record year for power generation, after 14 Years of Stagnation.
Camry was dethroned as perennial #1 by Tesla Model Y & Model 3. And finally a little growth for electric utilities.
LNG Glut in China, suddenly?
On Delays at restarting the explosion-damaged Freeport LNG export terminal and on weather forecasts.
Record supply of LNG from the US and other sources. Record supply from Norway via pipeline. Conservation, power production shift… It adds up.
Long-term stagnation turns into sharp decline.