Bears tighten grip on TTF

EU gas bear market spells trouble for LNG exporters | Chart Deck — 4 Dec 2025

Funds short TTF

Speculative capital prices in return of Russian gas to Europe, as global LNG glut deepens | Chart Deck — 27 Nov 2025

Chart Deck — 21 Nov 2025

New downloadable slide deck in PDF and PPSX formats, for convenient offline viewing

UK-Norway gas trade: Time for a New Deal?

If we want to avoid populist parties weaponising energy prices we need to think differently, starting with trade relationships between the UK and Norway.

See no evil, hear no evil

From moral high ground to marked silence: the new US stance on Ukrainian corruption

US LNG eats itself

The American gas export boom risks becoming a victim of its own success. Can the waning shale sector pull off a production miracle?

‘Let’s get physical!’: Abaxx takes on JKM

Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.

Arb to nowhere

CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium

The Illusion of Power

🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world

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