Bank holiday publishing schedule
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A market at war with itself
Does the mispricing thesis still hold water? Either the data is wrong, or the market is.
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