Chart Deck
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Chart Deck
A weekly visual briefing on gas and LNG market dynamics, published every week in PDF and PPSX formats. The Chart Deck is home to the TTF Risk Model, TTF Sentiment Tracker, Storage-Speculation Nexus regression model and other proprietary analysis of benchmark pricing, arbitrage economics, speculative capital flows and physical trade flows. Available exclusively to subscribers on the Chart Deck and Premium subscription tiers. Latest issues below 👇
Chart Deck
One for the road?
The 2024 bullish party in EU gas markets is not quite over, but an epic New Year hangover awaits | EU LNG Chart Deck: 31 December 2024
Chart Deck
Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
Chart Deck
Jedi mind trick
This is not the bearish gas market you are looking for | EU LNG Chart Deck: 20 November 2024
Chart Deck
Who let the bulls out?
Bullish revival in EU gas market leaves everyone scratching their heads | EU LNG Chart Deck: 28 October 2024
Chart Deck
The mask slips
TTF ‘flash crash’ exposes how algorithms & speculation are destabilising Europe’s gas market | EU LNG Chart Deck: 24 September 2024
Chart Deck
The unravelling begins
EU gas market teeters towards bearish flip, as physical and financial players liquidate positions | EU LNG Chart Deck: 9 September 2024
Chart Deck
Turning point?
Hedge funds are tempering bullish bets on European gas prices. Is this a momentary blip, or a change of direction? | EU LNG Chart Deck: 2 September 2024
Chart Deck
Out on a limb
European gas markets price in supply disruptions that might not happen. A steep correction is long overdue | EU LNG Chart Deck 5-9 August 2024
Chart Deck
From risk premium to risk-off
Why WW3 would not be ‘bullish for gas’ | EU LNG Chart Deck 29 July-2 August 2024
Chart Deck
This is not a free market
Financial manoeuvring and political machinations trump physical realities in gas price formation | EU LNG Chart Deck 13 May-14 June 2024
Chart Deck
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