speculation

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 •

Madness at the margins

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

Oct 7 •

TTF ‘flash crash’ exposes how algorithms & speculation are destabilising Europe’s gas market | EU LNG Chart Deck: 24 September 2024

Sep 25 •

Podcast // Draghi // E-FWD event

Modo Energy podcast // thoughts on the Draghi report // join me at E-FWD event in Edinburgh on Thursday

Sep 16 •

The unravelling begins

EU gas market teeters towards bearish flip, as physical and financial players liquidate positions | EU LNG Chart Deck: 9 September 2024

Sep 9 •

Hedge funds are tempering bullish bets on European gas prices. Is this a momentary blip, or a change of direction? | EU LNG Chart Deck: 2 September 2024

Sep 2 •

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 •

Pump up the volume!

Hedge funds boosted bullish bets as EU gas prices hit new 2024 highs

Aug 15 •

European gas markets price in supply disruptions that might not happen. A steep correction is long overdue | EU LNG Chart Deck 5-9 August 2024

Aug 12 •

Drowning in liquidity

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

Jul 8 •

EU watchdog wakes up to TTF speculation

BREAKING: Market regulator ‘lowers’ position limits on Dutch TTF trades — but not everything is as it seems

Jul 2 •

The TTF transparency gap

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

Jun 24 •

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