Hot take
Iran: US Energy Dominance laid bare
Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else
Chart Deck
Our revamped Chart Deck reveals hedge funds are again positioned to capitalise on Europe’s daunting gas storage refilling challenge
Chart Deck
Without a deep winter buffer, the European gas market is vulnerable to exaggerated price moves
Deep dive
How much natural gas will America’s AI boom really need? Our new Constraint Model puts numbers to the narratives
As the world fixates on oil, Venezuela burns $1.4bn of gas — while sitting on an untouched methane empire that could redraw regional power
REVEALED: How hedge funds secretly split Europe’s TTF gas market in two
HOT TAKE: Dealmaking frenzy and reality denial reign supreme in Milan
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Too much LNG, not enough comfort
Who pays when risk management itself becomes riskier and more expensive?
Gunboat diplomacy, commodity shocks, and the price of escalation
Natural gas markets implode in frenzy of automated selling and cascading long-stop orders
Algo traders take a breath after being taken to the cleaners
Self-reinforcing volatility loop sustains sudden winter gas price rally, but for how long?
Hedge funds punish complacency in EU gas market. This is a sign of the times.
As the world fixates on oil, Venezuela burns $1.4bn of gas — while sitting on an untouched methane empire that could redraw regional power
2026 OUTLOOK: The Old Continent’s LNG habit could soon be funding two illegal military interventions on its immediate peripheries
Chaos looms after audacious decapitation of Maduro regime
How natural gas prices dictate the pace of energy transition
PLUS: Tracking the glut, cheap gas and the energy transition, 2025 in review, Chart Deck + TTF Risk Model update