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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
•
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
11
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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
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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
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Seb Kennedy
12
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The Panama paradox
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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
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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
21
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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
11
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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
18
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The winter that never was
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Terminal decline
Softening demand raises questions around Europe's LNG terminal expansion drive | EU LNG chart deck: 27 Oct - 10 Nov 2023
Nov 13, 2023
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Seb Kennedy
13
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Terminal decline
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12
Gas bubble?
Prices rise even as demand falls. Time for a correction? | EU LNG chart deck: 16-27 Oct 2023
Oct 30, 2023
•
Seb Kennedy
15
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Gas bubble?
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Shock therapy
Geopolitical crises jolt moribund gas markets back into life | EU LNG chart deck: 9-13 Oct 2023
Oct 16, 2023
•
Seb Kennedy
16
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Shock therapy
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Eerie calm
Global gas and LNG benchmarks are flatlining on the eve of winter. How long can this market tranquility last? EU LNG chart deck: 18 Sep-6 Oct 2023
Oct 9, 2023
•
Seb Kennedy
20
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Eerie calm
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9
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