War vs. Glut: The Great LNG Reckoning

War shut in one of the world’s most critical export arteries. The long-promised supply wave is finally arriving. Which force wins, when, and by how much? Our new scenario data model brings clarity to the confusion.

America’s Suez moment

Trump’s hollow ‘victory’ is Iran’s greatest triumph — and a rupture with the old energy order

Easter Escalation

Iran war spirals, Hormuz stays shut to LNG, and gas markets still aren’t paying attention

Weaponising the fog of war

Markets can’t price what they can’t see. And right now, nobody can see anything.

Armageddon deferred?

🚨 EMERGENCY POD 🎧 Deciphering Trump's latest Iran TACO, and why the future of Middle East oil and LNG exports hinges on regime change in Tehran

The Great Gas Risk Mispricing

Markets are failing to reflect compounding supply shortages and Iran conflict escalation risk

Lies, damned AIs, and oil prices

Algorithmic execution has created the perfect insider-trading machine

The Middle East energy war is spiralling out of control

🚨 EMERGENCY POD 🎧 Deciphering the wide-ranging implications of unprecedented strikes on energy installations in Iran and Qatar, and the prospect of uncontrolled military escalation

Israel takes energy warfare to the next level

Strike on Iran’s giant South Pars gas field goes beyond military escalation. This is a structural supply shock with cascading consequences for oil, condensate, LNG and power that energy markets have barely begun to price.

The Price of Vassalage

How Europe’s response to the Hormuz crisis is blunting the very tools it needs to escape import dependency

The Pain Factor

🎧 Why markets anticipate a long Hormuz closure

Hormuz closure triggers record TTF liquidation

Gas and LNG prices surge, as the storage-speculation nexus lights up along the forward curve