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
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
Gas bulls sweat it out
Searing temperatures in Asia and LNG supply disruptions buoy EU gas prices. But for how long? | EU LNG Chart Deck 29 Apr-10 May 2024
Chart Deck
Has EU LNG demand peaked?
Either way, demand will plateau just as global supply surges | EU LNG Chart Deck: 28 Mar-26 Apr 2024
Chart Deck
Schrödinger’s gas crisis
Europe’s energy emergency is simultaneously alive and dead | EU LNG Chart Deck: 11-28 Mar 2024
Chart Deck
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
Chart Deck
Gas flood sinks canal crisis
Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024
Chart Deck
The Panama paradox
Canal drought leaves US LNG exporters facing tricky choices | EU LNG Chart Deck: 5-16 Feb 2024
Newsletter
Pause for the cause
Global gas markets shrug at Biden’s US LNG 'pause' | EU LNG Chart Deck: 29 Dec 2023-2 Feb 2024
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
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