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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
Jun 17
•
Seb Kennedy
16
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This is not a free market
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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
May 27
•
Seb Kennedy
19
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Bursting the narrative bubble
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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
May 13
•
Seb Kennedy
13
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Gas bulls sweat it out
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Has EU LNG demand peaked?
Either way, demand will plateau just as global supply surges | EU LNG Chart Deck: 28 Mar-26 Apr 2024
Apr 29
•
Seb Kennedy
10
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Has EU LNG demand peaked?
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Schrödinger’s gas crisis
Europe’s energy emergency is simultaneously alive and dead | EU LNG Chart Deck: 11-28 Mar 2024
Apr 2
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Seb Kennedy
13
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Schrödinger’s gas crisis
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The Asian LNG glut is here
Widening gulf between LNG spot prices and oil-indexed contracts is squeezing sellers | EU LNG Chart Deck: 4-8 Mar 2024
Mar 11
•
Seb Kennedy
12
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The Asian LNG glut is here
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Gas flood sinks canal crisis
Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024
Mar 4
•
Seb Kennedy
14
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Gas flood sinks canal crisis
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The Panama paradox
Canal drought leaves US LNG exporters facing tricky choices | EU LNG Chart Deck: 5-16 Feb 2024
Feb 19
•
Seb Kennedy
12
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The Panama paradox
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1
Pause for the cause
Global gas markets shrug at Biden’s US LNG 'pause' | EU LNG Chart Deck: 29 Dec 2023-2 Feb 2024
Feb 5
•
Seb Kennedy
11
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Pause for the cause
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What might global LNG trade look like in 2024?
The outlook is bearish, but the only certainty is uncertainty | EU LNG chart deck: 11-29 Dec 2023
Jan 2
•
Seb Kennedy
22
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What might global LNG trade look like in 2024?
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The rise of the middlemen
Why are traders gobbling up LNG in a moribund market? | EU LNG chart deck: 27 Nov-8 Dec 2023
Dec 11, 2023
•
Seb Kennedy
12
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The rise of the middlemen
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The winter that never was
Never say never, but is winter over before it even started? | EU LNG chart deck: 13-24 Nov 2023
Nov 28, 2023
•
Seb Kennedy
19
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The winter that never was
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4
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