Caveat emptor!
Beware the perils of signing long-term energy deals under duress + MORE
Member discussion: Caveat emptor!
Read what members are saying. Subscribe to join the conversation.
Read more
Scarcity, abundance and urgency
How natural gas prices dictate the pace of energy transition
LNG glut claims first US scalp
PLUS: Tracking the glut, cheap gas and the energy transition, 2025 in review, Chart Deck + TTF Risk Model update
Tracking the LNG glut
New LNG physical balance index monitors glut conditions in real-time | Chart Deck — 19 Dec 2025
US LNG profits go negative
Spread compression intensifies, but TTF is primed to snap back | Chart Deck — 12 Dec 2025