Data model
Update to the Hormuz LNG supply model
Quick re-opening, or prolonged disruption? Model how Middle East diplomacy and conflict impact fast-changing global LNG supply balances, in our improved scenario engine.
Deep Dives
One-off data models, long-form research and off-diary investigations into under-reported themes across gas, LNG and the broader energy transition. Deep Dives go beyond the weekly news cycle to interrogate the structural forces shaping markets — from geopolitical supply chain risk and policy architecture to emerging trade patterns and energy security dynamics. Available to subscribers on the Deep Dives and Premium subscription tiers. Latest issues below 👇
Deep Dives
War vs. Glut: The Great LNG Reckoning
War shut in one of the world’s most critical export arteries. The long-promised supply wave is finally arriving. Which force wins, when, and by how much? Our new scenario data model brings clarity to the confusion.
Deep Dives
Easter Escalation
Iran war spirals, Hormuz stays shut to LNG, and gas markets still aren’t paying attention
Deep Dives
Israel takes energy warfare to the next level
Strike on Iran’s giant South Pars gas field goes beyond military escalation. This is a structural supply shock with cascading consequences for oil, condensate, LNG and power that energy markets have barely begun to price.
Deep Dives
Strategic shock in the Middle East
Iran, the Gulf, and the crisis of regional order
Deep Dives
War profits, quantified
As Middle East regional war upends global gas markets, US LNG exporters and traders stand to pocket a multi-billion-dollar windfall
Deep Dives
AI data centres: quantifying the gas burn
How much natural gas will America’s AI boom really need? Our new Constraint Model puts numbers to the narratives
Deep Dives
Hormuz on the brink?
Gunboat diplomacy, commodity shocks, and the price of escalation
Deep Dives
Venezuela’s Gas: The World’s Most Expensive Bonfire
As the world fixates on oil, Venezuela burns $1.4bn of gas — while sitting on an untouched methane empire that could redraw regional power
Deep Dives
Europe’s grotesque LNG dilemma
2026 OUTLOOK: The Old Continent’s LNG habit could soon be funding two illegal military interventions on its immediate peripheries
Deep Dives
The great Transatlantic gas crunch
Negative US LNG profits & record-low Henry Hub-TTF correlation signal extreme market dislocation — and looming rebalancing
Deep Dives
US LNG eats itself
The American gas export boom risks becoming a victim of its own success. Can the waning shale sector pull off a production miracle?