Chart Deck
The storage-speculation nexus: revisited
Our revamped Chart Deck reveals hedge funds are again positioned to capitalise on Europe’s daunting gas storage refilling challenge
Europe
Chart Deck
Dwindling EU gas stocks amplify Hormuz risk premium
Without a deep winter buffer, the European gas market is vulnerable to exaggerated price moves
Chart Deck
Cold shoulder
Too much LNG, not enough comfort
Chart Deck
The cost of volatility
Who pays when risk management itself becomes riskier and more expensive?
Chart Deck
Volatility is exploding. Fundamentals are not
Self-reinforcing volatility loop sustains sudden winter gas price rally, but for how long?
Deep dive
Europe’s grotesque LNG dilemma
2026 OUTLOOK: The Old Continent’s LNG habit could soon be funding two illegal military interventions on its immediate peripheries
Deep dive
The great Transatlantic gas crunch
Negative US LNG profits & record-low Henry Hub-TTF correlation signal extreme market dislocation — and looming rebalancing
Chart Deck
Arb to nowhere
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
Hot take
The Illusion of Power
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world
geopolitics
Moldova’s long road to energy independence
DEEP DIVE: Electoral victory for pro-EU government paves way for deeper integration with European energy markets
geopolitics
PoS2: It’s not about the gas
HOT TAKE: Power of Siberia 2 sends a clear signal of geopolitical intent
Chart Deck
When the dam breaks
CHART DECK: It never rains gas, but it pours LNG