Deep Dives
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 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
Gas, carbon, and the geopolitical web
PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition
Deep Dives
Everything must go!
DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?
Deep Dives
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 Dives
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?
Deep Dives
Canary in the coalmine
DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry
Deep Dives
Asia’s LNG bottleneck (part 2)
DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade
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