"Specifically, the July miss in European LNG imports (and the resulting miss in storage fill) vs our expectations suggest that European gas storage still has some catching up to do..."

Europe's gas storage sits at its lowest level since 2011, and a tight LNG market means winter could bring sharp price spikes.

"Specifically, the July miss in European LNG imports (and the resulting miss in storage fill) vs our expectations suggest that European gas storage still has some catching up to…