China’s thirst for (clean) power
Coal saved China’s hydro-reliant provinces during this summer’s extreme drought. But using thermal plants to prop up the grid during dry periods risks exacerbating the problem of water stress
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TTF Risk Model v2.0
New and improved modelling cuts through the noise to give a clearer view of shifts in risk pricing
Pain threshold
DEEP DIVE: How low must LNG prices go to unlock Asian demand?
Geopolitical theatre
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
Whiplash!
TTF turns on a dime, but is risk being priced properly? | EU LNG Chart Deck: 20 June 2025