Chart Deck
The Ukraine-sized hole in ENTSOG’s winter outlook
Modelling by Europe’s gas network operators implies Ukraine would send almost 5 Bcm westward in a harsh winter, even if that means leaving one tenth of domestic demand unmet
Deep Dives
Japan’s LNG love story is not over yet
Rising power demand, slow nuclear restarts and 10 GW of auction-backed gas plants could halt the fall in Japan’s LNG imports, argues Japan NRG.
Deep Dives
How the sun rewrote Pakistan’s LNG strategy
Europe’s 2022 gas grab taught Pakistan that long-term contracts do not guarantee molecules. Consumers answered blackouts and price spikes with 50 GW of unplanned solar. The result is an energy paradox: Pakistan is short of LNG today, but long on contracted supply to 2030.
Deep Dives
Asia’s LNG demand: reality check
Shell’s 2026 Outlook leans harder than ever on stratospheric Asian demand to justify a new wave of LNG investment. But post-Hormuz, the data and policy responses all lean the other way.
Chart Deck
The shock absorber cracks
For 55 days, the war-shocked global LNG market has been balanced by Asian state buyers going without. One just said, enough is enough.
geopolitics
PoS2: It’s not about the gas
HOT TAKE: Power of Siberia 2 sends a clear signal of geopolitical intent
Deep Dives
Sizing up the LNG glut (part 2)
DEEP DIVE: The future of energy ain’t what it used to be
Deep Dives
Sizing up the LNG glut (part 1)
DEEP DIVE: When will the global LNG market tip into oversupply? And what might the transition to a new pricing regime look like?
Deep Dives
Everything must go!
DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?
Deep Dives
Canary in the coalmine
DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry
Chart Deck
Who let the bulls out?
Bullish revival in EU gas market leaves everyone scratching their heads | EU LNG Chart Deck: 28 October 2024
Deep Dives
Asia’s LNG bottleneck (part 2)
DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade