Expensive gas ≠ more LNG
Soaring costs curb European enthusiasm for US LNG
Member discussion: Expensive gas ≠ more LNG
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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