Chart Deck
US LNG’s nine-figure windfall
As TTF touches €100 per MWh, US LNG profits in Europe swell to $100 million on every cargo. Déjà vu, 2022?
Hot take
Gas for peace? Europe already tried that
Illegal, uncommercial, and morally bankrupt: Kushner’s tone-deaf pitch for Europe to restart Russian pipeline flows is dead on arrival
Chart Deck
Deciphering the Hormuz narrative war
Washington says Iran has lost control of Hormuz. Iran says it struck tankers on its blacklist. More ships are moving, but on whose terms?
Chart Deck
Halfway to reality
TTF has swallowed more of the Hormuz closure risk. Beneath the latest peace sell-off, funds have banked profits and made room to buy again.
Deep Dives
America’s accidental heist of the global LNG business
GASTECH 2026 REFLECTIONS: War shifts US strategy from hard sell to soft power, while Qatar goes on the defensive
Chart Deck
Total eclipse of the market
European gas is trading in the fleeting umbra of an eerie calm. Eclipses always end — and this one ends in a searing winter burn
Chart Deck
Unintended consequences
Attempts to break the US-Iran stalemate are raising the risk of conflict sprawling sideways into dimensions the market has not yet priced
Chart Deck
TTF to the moon?
EU gas price surges past €60 per MWh. But is the top already in?
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.
Chart Deck
The Hormuz clown show gets serious
Diplomacy has taken the back seat in the clown car. Markets have stopped laughing and started buying
Chart Deck
Will the €50 ceiling hold?
“After four months of paralysis, the relief is palpable. It may also be misleading. And it is almost certainly temporary.” – Energy Flux, 26 June 2026 Well, that didn’t last long. Barely three weeks into a supposed two-month ceasefire, US missiles and Iranian drones are criss-crossing the Persian
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.