Deep Dives
The trouble with dirt-cheap shale gas
DEEP DIVE: Is America facing an LNG feed gas crunch?
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
Golden hour for gas-fired power
DEEP DIVE: Falling costs put gas ahead of coal in the merit order. Could electrification sustain this trend?
Deep Dives
LNG’s canal conundrum
DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse
Deep Dives
The cost of geopolitics
DEEP DIVE: Red Sea shipping crisis reshapes the economics of LNG trade
Deep Dives
Russia’s stunted LNG coup
DEEP DIVE: Novatek has defied sanctions against Arctic LNG-2, but is the achievement merely symbolic?
Newsletter
REPOST: ❄️Frozen out of a warming Arctic🔥
DEEP DIVE: Is Russia losing its grip on Arctic energy resources?
Newsletter
Greed over growth
DEEP DIVE: The relentless pursuit of profit is squeezing consumers and killing gas demand
Newsletter
Europe’s pyrrhic gas victory
DEEP DIVE: War has taken a $1 trillion toll on European gas consumers
Newsletter
The price of freedom (gas)
DEEP DIVE: The need to reduce gas demand - and political squabbling - has never been more urgent
Newsletter
Space, time and electricity (part 3)
DEEP DIVE: Burning gas to replace curtailed wind is madness. Nodal pricing does not restore sanity.
Newsletter
Space, time and electricity (part 2)
DEEP DIVE: What exactly is nodal pricing and why does it mean a return to central dispatch?
Newsletter
Space, time and electricity (part 1)
DEEP DIVE: How should power prices be formed on a grid that is constraining renewables?