Chart Deck
What might global LNG trade look like in 2024?
The outlook is bearish, but the only certainty is uncertainty | EU LNG chart deck: 11-29 Dec 2023
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
The rise of the middlemen
Why are traders gobbling up LNG in a moribund market? | EU LNG chart deck: 27 Nov-8 Dec 2023
Chart Deck
The winter that never was
Never say never, but is winter over before it even started? | EU LNG chart deck: 13-24 Nov 2023
Chart Deck
Terminal decline
Softening demand raises questions around Europe's LNG terminal expansion drive | EU LNG chart deck: 27 Oct - 10 Nov 2023
Chart Deck
Gas bubble?
Prices rise even as demand falls. Time for a correction? | EU LNG chart deck: 16-27 Oct 2023
Chart Deck
Shock therapy
Geopolitical crises jolt moribund gas markets back into life | EU LNG chart deck: 9-13 Oct 2023
Chart Deck
Eerie calm
Global gas and LNG benchmarks are flatlining on the eve of winter. How long can this market tranquility last? EU LNG chart deck: 18 Sep-6 Oct 2023
Chart Deck
Pushing the boat out
There’s no safe place to put all the gas. EU LNG chart deck (4-15 Sep 2023)
Chart Deck
Industrial (in)action
Global gas prices fell even as Australian unions set a date to strike. What gives? EU LNG chart deck: 28 Aug-1 Sep 2023
Chart Deck
Made in Germany, fuelled in America
Incredibly, BASF could save $4.8 billion by buying LNG from America. EU LNG chart deck: 21-25 Aug 2023
Chart Deck
Gas on the water
Bizarrely, natural gas is now worth more at sea as LNG than in underground storage. EU LNG chart deck: 14-18 Aug 2023
Chart Deck
Strike spike
EU LNG chart deck: 7-11 Aug 2023