JKM Jun $12.45 +0.23 JKM Jul $12.18 +0.15 TTF Jun $11.82 -0.08 TTF Jul $11.95 +0.11 HH Jun $2.34 -0.03 HH Jul $2.41 +0.05 Brent $78.42 +1.12 NBP $10.55 -0.19 JKM Jun $12.45 +0.23 JKM Jul $12.18 +0.15 TTF Jun $11.82 -0.08 TTF Jul $11.95 +0.11 HH Jun $2.34 -0.03 HH Jul $2.41 +0.05 Brent $78.42 +1.12 NBP $10.55 -0.19
Horizon Dashboard

Net Position

1.2MT

Long across all benchmarks

P&L (MTD)

+$2.4M

+12.3% vs target

Hedge Ratio

87%

Trades Today

14

6 buys, 8 sells

Position Ladder

Jun Jul Aug Sep
JKM +450k +200k -150k +100k
TTF -300k +180k +250k -80k
HH +120k -90k +310k +60k

Market Alerts

JKM-TTF spread widened to $0.63 — above 30d average

JERA tender closes tomorrow — 2 cargoes DES Japan

Freeport LNG output at 95% capacity — bullish supply signal

Credit limit utilization at 62% for Shell — headroom OK

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