Newsletter
Greed over growth
DEEP DIVE: The relentless pursuit of profit is squeezing consumers and killing gas demand
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 👇
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DEEP DIVE: The relentless pursuit of profit is squeezing consumers and killing gas demand
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DEEP DIVE: War has taken a $1 trillion toll on European gas consumers
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DEEP DIVE: The need to reduce gas demand - and political squabbling - has never been more urgent
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DEEP DIVE: Burning gas to replace curtailed wind is madness. Nodal pricing does not restore sanity.
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DEEP DIVE: What exactly is nodal pricing and why does it mean a return to central dispatch?
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DEEP DIVE: How should power prices be formed on a grid that is constraining renewables?
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DEEP DIVE: War, climate and energy crises are destabilising Russia’s grand plans for Arctic oil
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DEEP DIVE: Is Russia losing its grip on Arctic energy resources?
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DEEP-DIVE: We need to talk about energy return on energy investment (EROI)
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DEEP-DIVE: European oil majors throw caution to the wind by embracing razor-thin margins
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DEEP DIVE: Manufacturers are howling at expensive gas. Activists clamour to ‘leave it in the ground’. Yet soaring exports seem unstoppable
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DEEP-DIVE: The energy transition is roiling oil prices, favouring short-cycle investments