Deep Dives
Asia’s LNG bottleneck (part 2)
DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade
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
Asia’s LNG bottleneck (part 1)
DEEP DIVE: Will infrastructure constraints burst the Asian LNG demand growth narrative?
Deep Dives
Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
Deep Dives
Value over volume
DEEP DIVE: Gas-fired power demand is crashing, but its system value is soaring
Deep Dives
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 Dives
Renewables are crushing gas-fired power
But wind and solar are no panacea for Europe’s fragile electricity system
Deep Dives
Drowning in liquidity
DEEP DIVE: Too much of a good thing can be volatile
Deep Dives
Fighting gravity
DEEP DIVE: Hedge funds are making bullish bets in a fundamentally bearish EU gas market
Deep Dives
Funds versus fundamentals
DEEP DIVE: Hedge funds are inflating European natural gas prices, at consumers' expense
Deep Dives
Russia goads Britain with Antarctic oil fable
DEEP DIVE: British Conservatives want to drill for oil in the South Pole. They are playing into Russia’s hands
Deep Dives
Data centres vs US LNG
DEEP DIVE: Could an AI-fuelled boom in gas demand threaten the economics of US LNG exports?
Deep Dives
War, peace and energy in the land of fire
DISPATCH FROM BAKU: Can a ‘green corridor’ of energy trade heal deep wounds in the South Caucasus?