TTF Risk Model
Wrong at both ends
CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities
geopolitics
Russian LNG
Arctic LNG 2: In from the cold?
DEEP DIVE: How China’s sanctions-busting imports and the EU’s Russian LNG ban complicate global trade flows
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
The Shifting Sands of Gulf Security
DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact
Deep dive
Aramco slow-walks LNG expansion
DEEP DIVE: Saudi NOC has little to show for a decade of sniffing around big-ticket investments
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
Podcast
Make Alaska Russian Again?!
VIDEO PODCAST 🎧 Dissecting the many layers of significance to today's Trump-Putin summit in Anchorage
Hot take
Geopolitical theatre (part 2)
HOT TAKE: The Transatlantic LNG deal is a ridiculous sham, and everyone knows it
Chart Deck
Geopolitical theatre
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
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