Hot take

Hot take

The Price of Vassalage

How Europe’s response to the Hormuz crisis is blunting the very tools it needs to escape import dependency

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

Hot take

Revenge of the machines

Natural gas markets implode in frenzy of automated selling and cascading long-stop orders

Hot take

Short squeeze!

Hedge funds punish complacency in EU gas market. This is a sign of the times.

Hot take

Venezuela: what happens next?

Chaos looms after audacious decapitation of Maduro regime

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

Gastech

Gastech 2025: Peak LNG hubris

HOT TAKE: Dealmaking frenzy and reality denial reign supreme in Milan

geopolitics

PoS2: It’s not about the gas

HOT TAKE: Power of Siberia 2 sends a clear signal of geopolitical intent

Hot take

Venture Global’s pyrrhic victory

HOT TAKE: Court ruling clarifies legal grey area, at the expense of long-term trust between buyers and sellers

Hot take

Geopolitical theatre (part 2)

HOT TAKE: The Transatlantic LNG deal is a ridiculous sham, and everyone knows it

Hot take

Don’t forget the macro!

HOT TAKE: Oil and gas prices will surge on Monday’s market open. But this won’t mark a structural shift.