Energy Flux yearbook: 2020
Deep-dives written from the dour depths of lockdown
Member discussion: Energy Flux yearbook: 2020
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Update to the Hormuz LNG supply model
Quick re-opening, or prolonged disruption? Model how Middle East diplomacy and conflict impact fast-changing global LNG supply balances, in our improved scenario engine.
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