
Deep dive
The invisible divide
REVEALED: How hedge funds secretly split Europe’s TTF gas market in two
TTF Risk Model
CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities
Russian LNG
DEEP DIVE: How China’s sanctions-busting imports and the EU’s Russian LNG ban complicate global trade flows
geopolitics
DEEP DIVE: Electoral victory for pro-EU government paves way for deeper integration with European energy markets
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EXCLUSIVE: Kyiv is hunting for foreign cash and technology to unleash an American-style shale gas revolution
HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction
DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
Fiercely independent energy market analysis
CHART DECK: Fundamentals are increasingly bearish, but the market remains prone to shocks
DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact
VIDEO PODCAST 🎧 Using regression analysis to dissect hedge fund positioning along the TTF forward curve
VIDEO PODCAST 🎧 Reflections from the exhibition floor of the world's biggest gas conference
HOT TAKE: Dealmaking frenzy and reality denial reign supreme in Milan
DEEP DIVE: Saudi NOC has little to show for a decade of sniffing around big-ticket investments
TTF breaks from the script. Does this alter the winter outlook?
HOT TAKE: Power of Siberia 2 sends a clear signal of geopolitical intent
CHART DECK: It never rains gas, but it pours LNG
Exclusive rendezvous for premium readers — RSVP
💥 Don't miss the Energy Flux presentation and Q&A in the Emerging Gas Price Trends session on Wednesday 10th September 💥
VIDEO PODCAST 🎧 Dissecting the many layers of significance to today's Trump-Putin summit in Anchorage