The invisible divide

REVEALED: How hedge funds secretly split Europe’s TTF gas market in two

Wrong at both ends

CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities

Arctic LNG 2: In from the cold?

DEEP DIVE: How China’s sanctions-busting imports and the EU’s Russian LNG ban complicate global trade flows

Moldova’s long road to energy independence

DEEP DIVE: Electoral victory for pro-EU government paves way for deeper integration with European energy markets

Beware complacency

CHART DECK: Fundamentals are increasingly bearish, but the market remains prone to shocks

The Shifting Sands of Gulf Security

DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact

Gastech 2025 presentation: Mapping the storage-speculation nexus

VIDEO PODCAST 🎧 Using regression analysis to dissect hedge fund positioning along the TTF forward curve

Gastech 2025 walk & talk

VIDEO PODCAST 🎧 Reflections from the exhibition floor of the world's biggest gas conference

Gastech 2025: Peak LNG hubris

HOT TAKE: Dealmaking frenzy and reality denial reign supreme in Milan

Aramco slow-walks LNG expansion

DEEP DIVE: Saudi NOC has little to show for a decade of sniffing around big-ticket investments

Decorrelation!

TTF breaks from the script. Does this alter the winter outlook?

PoS2: It’s not about the gas

HOT TAKE: Power of Siberia 2 sends a clear signal of geopolitical intent