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Deep dive

Gas, carbon, and the geopolitical web
PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition
 • 
Seb Kennedy
Everything must go!
DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?
 • 
Seb Kennedy
2
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
 • 
Seb Kennedy
1
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?
 • 
Seb Kennedy
4
Canary in the coalmine
DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry
 • 
Seb Kennedy
2
Asia’s LNG bottleneck (part 2)
DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade
 • 
Seb Kennedy
Asia’s LNG bottleneck (part 1)
DEEP DIVE: Will infrastructure constraints burst the Asian LNG demand growth narrative?
 • 
Seb Kennedy
6
Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
 • 
Seb Kennedy
3
Value over volume
DEEP DIVE: Gas-fired power demand is crashing, but its system value is soaring
 • 
Seb Kennedy
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?
 • 
Seb Kennedy
Renewables are crushing gas-fired power
But wind and solar are no panacea for Europe’s fragile electricity system
 • 
Seb Kennedy
1
Drowning in liquidity
DEEP DIVE: Too much of a good thing can be volatile
 • 
Seb Kennedy
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