Deep-dives written as Covid bust turned to commodities boom
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Spread compression intensifies, but TTF is primed to snap back | Chart Deck — 12 Dec 2025
Negative US LNG profits & record-low Henry Hub-TTF correlation signal extreme market dislocation — and looming rebalancing
EU gas bear market spells trouble for LNG exporters | Chart Deck — 4 Dec 2025
Speculative capital prices in return of Russian gas to Europe, as global LNG glut deepens | Chart Deck — 27 Nov 2025