Zombie bulls twitch back to life

Prompt EU gas price rebounds on Russian gas ban, but this ain’t no recovery | EU LNG Chart Deck: 10 May 2025

The storage-speculation nexus (part 3)

DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction

That Friday feeling

Pexapark podcast, Iberian blackout culture war, US-Ukraine mineral deal, trade war thaw

🎧 Fickle trade war takes its toll on LNG demand

PLUS: Listener Q&A on TTF price outlook, US LNG risks, and Jeff Currie's The New Joule Order

The big squeeze

DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures

Phase shift

Bearish market reality bites, accelerating the onset of a new pricing regime | EU LNG Chart Deck: 17 April 2025

The unstoppable tragedy of Mozambique LNG

DEEP DIVE: Neither Trump nor Mozambique can afford *not* to build this $20 billion megaproject — human rights abuses be damned

Chaos theory

HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions

Trump slump

Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2025

Gas attack: Inside Russia’s new strategy to break Ukraine

DEEP DIVE: Amidst the turmoil of ceasefire talks, Ukraine faces a grim supply picture for next winter – and an even harsher economic reality that poses existential risks to the government in Kyiv

US LNG’s affordability crisis

DEEP DIVE: America is losing its competitive edge in the Asian LNG market

Sudzha burns 🔥

BREAKING: Drone strike on Russia’s last remaining direct EU gas export route all but eliminates role for energy in Ukraine peace talks