Chart Deck
From risk premium to risk-off
Why WW3 would not be ‘bullish for gas’ | EU LNG Chart Deck 29 July-2 August 2024
geopolitics
Deep dive
Russia goads Britain with Antarctic oil fable
DEEP DIVE: British Conservatives want to drill for oil in the South Pole. They are playing into Russia’s hands
Deep dive
War, peace and energy in the land of fire
DISPATCH FROM BAKU: Can a ‘green corridor’ of energy trade heal deep wounds in the South Caucasus?
Chart Deck
Gas flood sinks canal crisis
Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024
Deep dive
LNG’s canal conundrum
DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse
Chart Deck
The Panama paradox
Canal drought leaves US LNG exporters facing tricky choices | EU LNG Chart Deck: 5-16 Feb 2024
Deep dive
The cost of geopolitics
DEEP DIVE: Red Sea shipping crisis reshapes the economics of LNG trade
Newsletter
REPOST: ❄️Frozen out of a warming Arctic🔥
DEEP DIVE: Is Russia losing its grip on Arctic energy resources?
Newsletter
🧊 Drilling on thin ice 🛢️
DEEP DIVE: War, climate and energy crises are destabilising Russia’s grand plans for Arctic oil
Newsletter
Has Putin lost his roubles?
Demand for EU gas payments in Russian currency is the work of a demented genius
Newsletter
America’s LNG growing pains
DEEP DIVE: Manufacturers are howling at expensive gas. Activists clamour to ‘leave it in the ground’. Yet soaring exports seem unstoppable