Free posts

Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024

Nov 25 •

An evergreen list of podcast, TV, and media appearances

Nov 21 •

US LNG vs ‘America first’

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

Nov 13 •

Madness at the margins

DEEP DIVE: For better or worse, marginal pricing of electricity is here to stay

Oct 7 •

The TTF transparency gap

FREE POST: Inadequate data and lax regulation obfuscate what’s really driving EU gas prices

Jun 24 •

Bursting the narrative bubble

Gas markets enter new bullish phase amid Golden Pass LNG debacle & OMV’s mysterious court ruling | EU LNG Chart Deck 13-24 May 2024

May 27 •

Russia goads Britain with Antarctic oil fable

DEEP DIVE: British Conservatives want to drill for oil in the South Pole. They are playing into Russia’s hands

May 20 •

The Asian LNG glut is here

Widening gulf between LNG spot prices and oil-indexed contracts is squeezing sellers | EU LNG Chart Deck: 4-8 Mar 2024

Mar 11 •

Redefining 💥Energy Flux💥

A premium newsletter analysing global natural gas markets through the lens of Europe’s net-zero journey

Jan 25 •

Russia’s stunted LNG coup

DEEP DIVE: Novatek has defied sanctions against Arctic LNG-2, but is the achievement merely symbolic?

Dec 20, 2023 •

and

The rise of the middlemen

Why are traders gobbling up LNG in a moribund market? | EU LNG chart deck: 27 Nov-8 Dec 2023

Dec 11, 2023 •

Greed over growth

DEEP DIVE: The relentless pursuit of profit is squeezing consumers and killing gas demand

Nov 6, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts