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
Europe
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
Chart Deck
The boy who cried ‘bull’!
CHART DECK: Will anyone believe stern warnings of market tightness ever again?
Hot take
Geopolitical theatre (part 2)
HOT TAKE: The Transatlantic LNG deal is a ridiculous sham, and everyone knows it
Deep dive
The view from Baku
EXCLUSIVE: SOCAR interview Q&A + multimedia report from Baku Energy Week
Deep dive
SOCAR: ‘Our customers are behind a glass wall’
EXCLUSIVE: Deputy VP Vitaliy Baylarbayov talks TTF, hydrogen, gas transit tariffs, and more...
Breaking news
Ukraine wants to frack its way to victory
EXCLUSIVE: Kyiv is hunting for foreign cash and technology to unleash an American-style shale gas revolution