Podcast
The Pain Factor
🎧 Why markets anticipate a long Hormuz closure
geopolitics
Deep dive
Strategic shock in the Middle East
Iran, the Gulf, and the crisis of regional order
Chart Deck
War in Iran convulses energy markets
Hormuz closure and Qatar LNG shut-in trigger extreme volatility in gas, LNG and freight charter rates. The outlook is dire, especially for Europe, but not unremittingly so.
Deep dive
War profits, quantified
As Middle East regional war upends global gas markets, US LNG exporters and traders stand to pocket a multi-billion-dollar windfall
Hot take
Iran: US Energy Dominance laid bare
Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else
Deep dive
Hormuz on the brink?
Gunboat diplomacy, commodity shocks, and the price of escalation
Deep dive
Venezuela’s Gas: The World’s Most Expensive Bonfire
As the world fixates on oil, Venezuela burns $1.4bn of gas — while sitting on an untouched methane empire that could redraw regional power
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
Hot take
Venezuela: what happens next?
Chaos looms after audacious decapitation of Maduro regime
Chart Deck
Bears tighten grip on TTF
EU gas bear market spells trouble for LNG exporters | Chart Deck — 4 Dec 2025
Hot take
See no evil, hear no evil
From moral high ground to marked silence: the new US stance on Ukrainian corruption
Hot take
The Illusion of Power
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world