CHART DECK: Bear market spells trouble for LNG exporters
PLUS: Cleaning Up podcast, Mozambique LNG, Australia’s cautionary tale
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EU gas bear market spells trouble for LNG exporters | Chart Deck — 4 Dec 2025
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Speculative capital prices in return of Russian gas to Europe, as global LNG glut deepens | Chart Deck — 27 Nov 2025
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Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.
REVEALED: How hedge funds secretly split Europe’s TTF gas market in two
HOT TAKE: Dealmaking frenzy and reality denial reign supreme in Milan
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DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
Fiercely independent energy market analysis
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Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world
REVEALED: How hedge funds secretly split Europe’s TTF gas market in two
CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities
DEEP DIVE: How China’s sanctions-busting imports and the EU’s Russian LNG ban complicate global trade flows
DEEP DIVE: Electoral victory for pro-EU government paves way for deeper integration with European energy markets
CHART DECK: Fundamentals are increasingly bearish, but the market remains prone to shocks
DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact