Deep Dives
‘Let’s get physical!’: Abaxx takes on JKM
Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.
Latest
Chart Deck
Arb to nowhere
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
Hot takes
The Illusion of Power
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world
Deep Dives
The invisible divide
REVEALED: How hedge funds secretly split Europe’s TTF gas market in two
TTF Risk Model
Wrong at both ends
CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities
Russian LNG
Arctic LNG 2: In from the cold?
DEEP DIVE: How China’s sanctions-busting imports and the EU’s Russian LNG ban complicate global trade flows
geopolitics
Moldova’s long road to energy independence
DEEP DIVE: Electoral victory for pro-EU government paves way for deeper integration with European energy markets
TTF Risk Model
Beware complacency
CHART DECK: Fundamentals are increasingly bearish, but the market remains prone to shocks
geopolitics
The Shifting Sands of Gulf Security
DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact
Gastech
Gastech 2025 presentation: Mapping the storage-speculation nexus
VIDEO PODCAST 🎧 Using regression analysis to dissect hedge fund positioning along the TTF forward curve
The Energy Flux Podcast
Gastech 2025 walk & talk
VIDEO PODCAST 🎧 Reflections from the exhibition floor of the world's biggest gas conference
Gastech
Gastech 2025: Peak LNG hubris
HOT TAKE: Dealmaking frenzy and reality denial reign supreme in Milan