PoS2: It’s not about the gas

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

When the dam breaks

CHART DECK: It never rains gas, but it pours LNG

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Make Alaska Russian Again?!

VIDEO PODCAST 🎧 Dissecting the many layers of significance to today's Trump-Putin summit in Anchorage

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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