Deep dive

Everything must go!

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

Dec 11 •

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 •

US LNG vs ‘America first’

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

Nov 13 •

Canary in the coalmine

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

Nov 4 •

Asia’s LNG bottleneck (part 2)

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

Oct 24 •

Asia’s LNG bottleneck (part 1)

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

Oct 21 •

Geopolitics turns bearish

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

Oct 1 •

Value over volume

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

Sep 19 •

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 •

Renewables are crushing gas-fired power

But wind and solar are no panacea for Europe’s fragile electricity system

Aug 1 •

Drowning in liquidity

DEEP DIVE: Too much of a good thing can be volatile

Jul 8 •

Fighting gravity

DEEP DIVE: Hedge funds are inflating TTF futures prices in a fundamentally bearish EU gas market.

Jun 10 •

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