Gas Futures in a World on Fire. A Probabilistic Framework for a Decision That Cannot Wait.
The Strait of Hormuz is closed. Qatar has declared Force Majeure on 20% of global LNG. Forecasts are everywhere. Decision frameworks are not. This article builds one — combining a scenario probability tree, a BMMRJD time series model in @RISK, and Bayesian updating so you know exactly when to change your mind.
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