Chart Deck
This is not a free market
Financial manoeuvring and political machinations trump physical realities in gas price formation | EU LNG Chart Deck 13 May-14 June 2024
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Deep dive
Fighting gravity
DEEP DIVE: Hedge funds are making bullish bets in a fundamentally bearish EU gas market
Deep dive
Funds versus fundamentals
DEEP DIVE: Hedge funds are inflating European natural gas prices, at consumers' expense
Chart Deck
Bursting the narrative bubble
Gas markets enter new bullish phase amid Golden Pass LNG debacle & OMV’s mysterious court ruling | EU LNG Chart Deck 13-24 May 2024
Deep dive
Russia goads Britain with Antarctic oil fable
DEEP DIVE: British Conservatives want to drill for oil in the South Pole. They are playing into Russia’s hands
Chart Deck
Gas bulls sweat it out
Searing temperatures in Asia and LNG supply disruptions buoy EU gas prices. But for how long? | EU LNG Chart Deck 29 Apr-10 May 2024
Deep dive
Data centres vs US LNG
DEEP DIVE: Could an AI-fuelled boom in gas demand threaten the economics of US LNG exports?
Chart Deck
Has EU LNG demand peaked?
Either way, demand will plateau just as global supply surges | EU LNG Chart Deck: 28 Mar-26 Apr 2024
Deep dive
War, peace and energy in the land of fire
DISPATCH FROM BAKU: Can a ‘green corridor’ of energy trade heal deep wounds in the South Caucasus?
Newsletter
From Baku with love 💔
My four-day tour of Azerbaijan went by in a flash. It's been emotional
Newsletter
Reporting from the Land of Fire 🔥
I’m going to Azerbaijan — the Caspian keystone in Europe’s energy mosaic
Deep dive
The trouble with dirt-cheap shale gas
DEEP DIVE: Is America facing an LNG feed gas crunch?