
Breaking news
Sudzha burns 🔥
BREAKING: Drone strike on Russia’s last remaining direct EU gas export route all but eliminates role for energy in Ukraine peace talks
Breaking news
BREAKING: Drone strike on Russia’s last remaining direct EU gas export route all but eliminates role for energy in Ukraine peace talks
Podcast
Russia's agreement to stop bombarding Ukrainian energy infrastructure is purely tactical
EU LNG Chart Deck
Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025
Podcast
PLUS: US-Russia sanctions, LNG OPEC, Brent vs TTF pricing + more reader Q&As
EU LNG Chart Deck
Investment funds torch €8bn of EU gas futures in record TTF selloff | EU LNG Chart Deck: 6 March 2025
Podcast
PLUS: The correlation between TTF and Henry Hub
EU LNG Chart Deck
TTF selloff gains pace, but regulatory standoff sets the stage for a rebound | EU LNG Chart Deck: 27 February 2025
Hot takes
HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment
Podcast
PLUS: The EU’s misguided US LNG investment plan & reader Q&A
Hot takes
HOT TAKE: Hedge funds liquidate big chunk of TTF long position, but this is not a structural reversal — yet
EU LNG Chart Deck
…buy the news? | EU LNG Chart Deck: 18 February 2025
Hot takes
HOT TAKE: EU mulls relaxation of gas refilling targets, as industry rejects THE’s restocking subsidy folly. But price cap revival muddies waters.