Deep dive
The storage-speculation nexus (part 3)
DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
Deep dive
Deep dive
The big squeeze
DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures
Deep dive
The unstoppable tragedy of Mozambique LNG
DEEP DIVE: Neither Trump nor Mozambique can afford *not* to build this $20 billion megaproject — human rights abuses be damned
Deep dive
Gas attack: Inside Russia’s new strategy to break Ukraine
DEEP DIVE: Amidst the turmoil of ceasefire talks, Ukraine faces a grim supply picture for next winter – and an even harsher economic reality that poses existential risks to the government in Kyiv
Deep dive
US LNG’s affordability crisis
DEEP DIVE: America is losing its competitive edge in the Asian LNG market
Deep dive
Sizing up the LNG glut (part 2)
DEEP DIVE: The future of energy ain’t what it used to be
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