Deep dive
The storage-speculation nexus (part 3)
DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
geopolitics
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
Podcast
🎧 A ceasefire in name only
Russia's agreement to stop bombarding Ukrainian energy infrastructure is purely tactical
EU LNG Chart Deck
Appearances can be deceiving
Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025
Podcast
🎧 Regulation vs. geopolitics: what's driving EU gas prices?
PLUS: US-Russia sanctions, LNG OPEC, Brent vs TTF pricing + more reader Q&As
Podcast
🎧 Europe is waking up to the TTF speculation problem
PLUS: The EU’s misguided US LNG investment plan & reader Q&A
Chart Deck
Sell the rumour…
…buy the news? | EU LNG Chart Deck: 18 February 2025
Deep dive
Sizing up the LNG glut (part 2)
DEEP DIVE: The future of energy ain’t what it used to be
Chart Deck
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Deep dive
Gas, carbon, and the geopolitical web
PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition