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

🎧 A ceasefire in name only

Russia's agreement to stop bombarding Ukrainian energy infrastructure is purely tactical

Appearances can be deceiving

Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025

🎧 Regulation vs. geopolitics: what's driving EU gas prices?

PLUS: US-Russia sanctions, LNG OPEC, Brent vs TTF pricing + more reader Q&As

Burning the house down

Investment funds torch €8bn of EU gas futures in record TTF selloff | EU LNG Chart Deck: 6 March 2025