Deep Dives
Drowning in liquidity
DEEP DIVE: Too much of a good thing can be volatile
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
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?
Deep Dives
The trouble with dirt-cheap shale gas
DEEP DIVE: Is America facing an LNG feed gas crunch?
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?