Venture Global’s pyrrhic victory

HOT TAKE: Court ruling clarifies legal grey area, at the expense of long-term trust between buyers and sellers

The boy who cried ‘bull’!

CHART DECK: Will anyone believe stern warnings of market tightness ever again?

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Torching value

DEEP DIVE: The $16 billion global gas flaring scandal — quantified, by country, for the first time

Geopolitical theatre (part 2)

HOT TAKE: The Transatlantic LNG deal is a ridiculous sham, and everyone knows it

In search of signal

TTF Risk Model sheds light on opaque summer EU gas market | Chart Deck: 24 July 2025

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TTF Risk Model v2.0

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Pain threshold

DEEP DIVE: How low must LNG prices go to unlock Asian demand?

Geopolitical theatre

TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025

Whiplash!

TTF turns on a dime, but is risk being priced properly? | EU LNG Chart Deck: 20 June 2025

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