EU LNG Chart Deck
Geopolitical theatre
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
geopolitics
EU LNG Chart Deck
Whiplash!
TTF turns on a dime, but is risk being priced properly? | EU LNG Chart Deck: 20 June 2025
Deep dive
The view from Baku
EXCLUSIVE: SOCAR interview Q&A + multimedia report from Baku Energy Week
Hot take
Don’t forget the macro!
HOT TAKE: Oil and gas prices will surge on Monday’s market open. But this won’t mark a structural shift.
Newsletter
Back to Baku
Reporting from Baku Energy Week, and a press trip out to Oil Rocks - one of the weirdest places in the energy world
EU LNG Chart Deck
Counterweight
TTF price upsurge must contend with demand flexibility and brimming global LNG supplies | EU LNG Chart Deck: 22 May 2025 Speculative investment funds are out on the prowl in the EU gas market again, buying up TTF gas futures like it’s 2021. This is no surprise, the pattern is
Deep dive
The Merz mandate
DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth
Podcast
🎧 Nord Stream 2: the plot thickens!
Listen now | NS2 AG gets legal stay of execution hours after EU floats Russian gas ban
Deep dive
The storage-speculation nexus (part 3)
DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
Deep dive
The unstoppable tragedy of Mozambique LNG
DEEP DIVE: Neither Trump nor Mozambique can afford *not* to build this $20 billion megaproject — human rights abuses be damned
Deep dive
Gas attack: Inside Russia’s new strategy to break Ukraine
DEEP DIVE: Amidst the turmoil of ceasefire talks, Ukraine faces a grim supply picture for next winter – and an even harsher economic reality that poses existential risks to the government in Kyiv
Breaking news
Sudzha burns 🔥
BREAKING: Drone strike on Russia’s last remaining direct EU gas export route all but eliminates role for energy in Ukraine peace talks