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
Latest
Deep dive
Value over volume
DEEP DIVE: Gas-fired power demand is crashing, but its system value is soaring
Podcast
Podcast // Draghi // E-FWD event
Modo Energy podcast // thoughts on the Draghi report // join me at E-FWD event in Edinburgh on Thursday
EU LNG Chart Deck
The unravelling begins
EU gas market teeters towards bearish flip, as physical and financial players liquidate positions | EU LNG Chart Deck: 9 September 2024
EU LNG Chart Deck
Turning point?
Hedge funds are tempering bullish bets on European gas prices. Is this a momentary blip, or a change of direction? | EU LNG Chart Deck: 2 September 2024
Deep dive
The storage-speculation nexus
DEEP DIVE: Europe is holding vast amounts of natural gas in storage for longer periods. Is this fuelling energy price volatility?
Hot take
Pump up the volume!
Hedge funds boosted bullish bets as EU gas prices hit new 2024 highs
EU LNG Chart Deck
Out on a limb
European gas markets price in supply disruptions that might not happen. A steep correction is long overdue | EU LNG Chart Deck 5-9 August 2024
EU LNG Chart Deck
From risk premium to risk-off
Why WW3 would not be ‘bullish for gas’ | EU LNG Chart Deck 29 July-2 August 2024
Deep dive
Renewables are crushing gas-fired power
But wind and solar are no panacea for Europe’s fragile electricity system
Newsletter
Back at the desk
A quick preview of forthcoming posts — summer 2024
Deep dive
Drowning in liquidity
DEEP DIVE: Too much of a good thing can be volatile