Deep dive

Deep dive

Hormuz on the brink?

Gunboat diplomacy, commodity shocks, and the price of escalation

Deep dive

Venezuela’s Gas: The World’s Most Expensive Bonfire

As the world fixates on oil, Venezuela burns $1.4bn of gas — while sitting on an untouched methane empire that could redraw regional power

Deep dive

Europe’s grotesque LNG dilemma

2026 OUTLOOK: The Old Continent’s LNG habit could soon be funding two illegal military interventions on its immediate peripheries

Deep dive

The great Transatlantic gas crunch

Negative US LNG profits & record-low Henry Hub-TTF correlation signal extreme market dislocation — and looming rebalancing

Deep dive

US LNG eats itself

The American gas export boom risks becoming a victim of its own success. Can the waning shale sector pull off a production miracle?

Deep dive

‘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.

Deep dive

The invisible divide

REVEALED: How hedge funds secretly split Europe’s TTF gas market in two

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

The Shifting Sands of Gulf Security

DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact

Deep dive

Aramco slow-walks LNG expansion

DEEP DIVE: Saudi NOC has little to show for a decade of sniffing around big-ticket investments

gas flaring

Torching value

DEEP DIVE: The $16 billion global gas flaring scandal — quantified, by country, for the first time

Deep dive

Pain threshold

DEEP DIVE: How low must LNG prices go to unlock Asian demand?