Operational note
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Member discussion: Operational note
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Lame duck, locked and loaded
Eight weeks before Democrats take Congress, Trump has nothing left to lose. The fragile recovery in Hormuz LNG transits hangs in the balance, alongside so much else.
TTF forensics: a war premium on a hair trigger
Dutch TTF fell from €104 to €84 in five days either side of the seismic US midterm elections. Examine the events that triggered the selloff in our new interactive data model
US LNG’s nine-figure windfall
As TTF touches €100 per MWh, US LNG profits in Europe swell to $100 million on every cargo. Déjà vu, 2022?
Canadian LNG: the maple-leafed mirage
EU leaders worry about growing dependence on US LNG, and Canada offers an alternative. But European utilities buying Canadian LNG will likely send it to Asia while US gas supplies Europe. That arrangement has value, but needs an honest political sales pitch.