Deep dive
Europe’s grotesque LNG dilemma
2026 OUTLOOK: The Old Continent’s LNG habit could soon be funding two illegal military interventions on its immediate peripheries
Tracking the LNG glut
New LNG physical balance index monitors glut conditions in real-time | Chart Deck — 19 Dec 2025
US LNG profits go negative
Spread compression intensifies, but TTF is primed to snap back | Chart Deck — 12 Dec 2025
The great Transatlantic gas crunch
Negative US LNG profits & record-low Henry Hub-TTF correlation signal extreme market dislocation — and looming rebalancing
Bears tighten grip on TTF
EU gas bear market spells trouble for LNG exporters | Chart Deck — 4 Dec 2025
Funds short TTF
Speculative capital prices in return of Russian gas to Europe, as global LNG glut deepens | Chart Deck — 27 Nov 2025
Chart Deck — 21 Nov 2025
New downloadable slide deck in PDF and PPSX formats, for convenient offline viewing
UK-Norway gas trade: Time for a New Deal?
If we want to avoid populist parties weaponising energy prices we need to think differently, starting with trade relationships between the UK and Norway.
See no evil, hear no evil
From moral high ground to marked silence: the new US stance on Ukrainian corruption
US LNG eats itself
The American gas export boom risks becoming a victim of its own success. Can the waning shale sector pull off a production miracle?
‘Let’s get physical!’: Abaxx takes on JKM
Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.
Arb to nowhere
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
The Illusion of Power
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world