TTF Risk Model v2.0

New and improved modelling cuts through the noise to give a clearer view of shifts in risk pricing

Pain threshold

DEEP DIVE: How low must LNG prices go to unlock Asian demand?

Geopolitical theatre

TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025

Whiplash!

TTF turns on a dime, but is risk being priced properly? | EU LNG Chart Deck: 20 June 2025

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The view from Baku

EXCLUSIVE: SOCAR interview Q&A + multimedia report from Baku Energy Week

Don’t forget the macro!

HOT TAKE: Oil and gas prices will surge on Monday’s market open. But this won’t mark a structural shift.

SOCAR: ‘Our customers are behind a glass wall’

EXCLUSIVE: Deputy VP Vitaliy Baylarbayov talks TTF, hydrogen, gas transit tariffs, and more...

Ukraine wants to frack its way to victory

EXCLUSIVE: Kyiv is hunting for foreign cash and technology to unleash an American-style shale gas revolution

Back to Baku

Reporting from Baku Energy Week, and a press trip out to Oil Rocks - one of the weirdest places in the energy world

APLNG’s billion-dollar price cut

HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction

Counterweight

TTF price upsurge must contend with demand flexibility and brimming global LNG supplies | EU LNG Chart Deck: 22 May 2025 Speculative investment funds are out on the prowl in the EU gas market again, buying up TTF gas futures like it’s 2021. This is no surprise, the pattern is