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
Chart Deck
Bursting the narrative bubble
Gas markets enter new bullish phase amid Golden Pass LNG debacle & OMV’s mysterious court ruling | EU LNG Chart Deck 13-24 May 2024
Chart Deck
Gas bulls sweat it out
Searing temperatures in Asia and LNG supply disruptions buoy EU gas prices. But for how long? | EU LNG Chart Deck 29 Apr-10 May 2024
Chart Deck
Has EU LNG demand peaked?
Either way, demand will plateau just as global supply surges | EU LNG Chart Deck: 28 Mar-26 Apr 2024
Chart Deck
Schrödinger’s gas crisis
Europe’s energy emergency is simultaneously alive and dead | EU LNG Chart Deck: 11-28 Mar 2024
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?
Chart Deck
Gas flood sinks canal crisis
Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024
Chart Deck
The Panama paradox
Canal drought leaves US LNG exporters facing tricky choices | EU LNG Chart Deck: 5-16 Feb 2024
Deep Dives
The cost of geopolitics
DEEP DIVE: Red Sea shipping crisis reshapes the economics of LNG trade
Newsletter
Pause for the cause
Global gas markets shrug at Biden’s US LNG 'pause' | EU LNG Chart Deck: 29 Dec 2023-2 Feb 2024
Newsletter
Redefining 💥Energy Flux💥
A premium newsletter analysing global natural gas markets through the lens of Europe’s net-zero journey