Deep dive
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
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EU LNG 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
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On the Air
An evergreen list of my podcast, TV, and media appearances
EU LNG Chart Deck
Jedi mind trick
This is not the bearish gas market you are looking for | EU LNG Chart Deck: 20 November 2024
Deep dive
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?
Deep dive
Canary in the coalmine
DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry
EU LNG 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 dive
Asia’s LNG bottleneck (part 2)
DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade
Deep dive
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
Deep dive
Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
EU LNG Chart Deck
The mask slips
TTF ‘flash crash’ exposes how algorithms & speculation are destabilising Europe’s gas market | EU LNG Chart Deck: 24 September 2024