Strike spike
EU LNG chart deck: 7-11 Aug 2023
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The Spread is Dead
Storage without a signal: the new political economy of Europe’s gas buffer
Asia’s LNG demand: reality check
Shell’s 2026 Outlook leans harder than ever on stratospheric Asian demand to justify a new wave of LNG investment. But post-Hormuz, the data and policy responses all lean the other way.
From Moscow to Mar-a-Lago
Europe’s energy dependency has a new address. The continent has made a Faustian bargain with US LNG it doesn’t need.
The Hormuz Half-Life
Iran holds the valve, but it is worth less every time it turns... so Tehran is reaching for the gun.