Free posts

Madness at the margins

DEEP DIVE: For better or worse, marginal pricing of electricity is here to stay

Oct 7 •

Back at the desk

A quick preview of forthcoming posts — summer 2024

Jul 29 •

The TTF transparency gap

FREE POST: Inadequate data and lax regulation obfuscate what’s really driving EU gas prices

Jun 24 •

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 •

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 •

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 •

Redefining 💥Energy Flux💥

A premium newsletter analysing global natural gas markets through the lens of Europe’s net-zero journey

Jan 25 •

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

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 •

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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