Deep dive

Sizing up the LNG glut (part 2)

DEEP DIVE: The future of energy ain’t what it used to be

Feb 10 •

Sizing up the LNG glut (part 1)

DEEP DIVE: When will the LNG market tip into oversupply? And what might the transition to a new global gas pricing regime look like?

Jan 27 •

Gas, carbon, and the geopolitical web

PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition

Jan 14 •

Everything must go!

DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?

Dec 11, 2024 •

The storage-speculation nexus (part 2)

DEEP DIVE: Data analysis reveals how hedge funds are positioned to exploit lax regulation and profit from EU gas storage targets

Dec 4, 2024 •

US LNG vs ‘America first’

DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?

Nov 13, 2024 •

Canary in the coalmine

DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry

Nov 4, 2024 •

Asia’s LNG bottleneck (part 2)

DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade

Oct 24, 2024 •

Asia’s LNG bottleneck (part 1)

DEEP DIVE: Will infrastructure constraints burst the Asian LNG demand growth narrative?

Oct 21, 2024 •

Geopolitics turns bearish

DEEP DIVE: EU gas bulls are charging towards a big Russian bear

Oct 1, 2024 •

Value over volume

DEEP DIVE: Gas-fired power demand is crashing, but its system value is soaring

Sep 19, 2024 •

The storage-speculation nexus

DEEP DIVE: Europe is holding vast amounts of natural gas in storage for longer periods. Is this stoking energy price volatility?

Aug 22, 2024 •

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