Newsletter
Seven lessons from a wild year in EU energy markets
2024 IN REVIEW: Brace for the next plot twist in the ‘EU gas crisis’ story
Latest
Deep Dives
Everything must go!
DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?
Deep Dives
The storage-speculation nexus (part 2)
DEEP DIVE: Data analysis reveals how hedge funds are positioned to exploit lax regulation and profit from EU gas storage targets
Chart Deck
Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
Newsletter
On the Air
An evergreen list of my podcast, TV, and media appearances
Chart Deck
Jedi mind trick
This is not the bearish gas market you are looking for | EU LNG Chart Deck: 20 November 2024
Deep Dives
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?
Deep Dives
Canary in the coalmine
DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry
Chart Deck
Who let the bulls out?
Bullish revival in EU gas market leaves everyone scratching their heads | EU LNG Chart Deck: 28 October 2024
Deep Dives
Asia’s LNG bottleneck (part 2)
DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade
Deep Dives
Asia’s LNG bottleneck (part 1)
DEEP DIVE: Will infrastructure constraints burst the Asian LNG demand growth narrative?
Newsletter
Madness at the margins
DEEP DIVE: For better or worse, marginal pricing of electricity is here to stay