Free posts

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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