Deep dive

Drowning in liquidity

DEEP DIVE: Too much of a good thing can be volatile

Jul 8 •

Fighting gravity

DEEP DIVE: Hedge funds are inflating TTF futures prices in a fundamentally bearish EU gas market.

Jun 10 •

Funds versus fundamentals

DEEP DIVE: Hedge funds are inflating European natural gas prices, at consumers' expense

Jun 4 •

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

May 20 •

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?

Apr 22 •

The trouble with dirt-cheap shale gas

DEEP DIVE: Is America facing an LNG feed gas crunch?

Apr 11 •

LNG’s canal conundrum

DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse

Feb 26 •

The cost of geopolitics

DEEP DIVE: Red Sea shipping crisis reshapes the economics of LNG trade

Feb 12 •

Russia’s stunted LNG coup

DEEP DIVE: Novatek has defied sanctions against Arctic LNG-2, but is the achievement merely symbolic?

Dec 20, 2023 •

and

REPOST: ❄️Frozen out of a warming Arctic🔥

DEEP DIVE: Is Russia losing its grip on Arctic energy resources?

Dec 18, 2023 •

Greed over growth

DEEP DIVE: The relentless pursuit of profit is squeezing consumers and killing gas demand

Nov 6, 2023 •

Europe’s pyrrhic gas victory

DEEP DIVE: War took a $1 trillion toll on European gas consumers and cratered the EU’s trade balance

Jul 12, 2023 •

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