Deep dive

Deep dive

Sizing up the LNG glut (part 1)

DEEP DIVE: When will the global LNG market tip into oversupply? And what might the transition to a new pricing regime look like?

Deep dive

Gas, carbon, and the geopolitical web

PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition

Deep dive

Everything must go!

DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?

Deep dive

The storage-speculation nexus (part 2)

DEEP DIVE: Data analysis reveals how hedge funds are positioned to exploit lax regulation and profit from EU gas storage targets

Deep dive

US LNG vs ‘America first’

DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?

Deep dive

Canary in the coalmine

DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry

Deep dive

Asia’s LNG bottleneck (part 2)

DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade

Deep dive

Asia’s LNG bottleneck (part 1)

DEEP DIVE: Will infrastructure constraints burst the Asian LNG demand growth narrative?

Deep dive

Geopolitics turns bearish

DEEP DIVE: EU gas bulls are charging towards a big Russian bear

Deep dive

Value over volume

DEEP DIVE: Gas-fired power demand is crashing, but its system value is soaring

Deep dive

The storage-speculation nexus

DEEP DIVE: Europe is holding vast amounts of natural gas in storage for longer periods. Is this fuelling energy price volatility?

Deep dive

Renewables are crushing gas-fired power

But wind and solar are no panacea for Europe’s fragile electricity system