Hot take

Hot take

APLNG’s billion-dollar price cut

HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction

Hot take

Chaos theory

HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions

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

Hot takes

Dismantling the EU’s flawed equity LNG plan

HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment

Newsletter

TTF selloff: tactical pause?

HOT TAKE: Hedge funds liquidate big chunk of TTF long position, but this is not a structural reversal — yet

Regulatory schizophrenia

HOT TAKE: EU mulls relaxation of gas refilling targets, as industry rejects THE’s restocking subsidy folly. But price cap revival muddies waters.

Newsletter

LNG shipping rates ‘go negative’

BREAKING: Acute oversupply renders old tonnage less than worthless

Newsletter

EU watchdog wakes up to TTF speculation

BREAKING: Market regulator ‘lowers’ position limits on Dutch TTF trades — but not everything is as it seems