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
Hot take
Panic and capitulation won’t save Europe
EU delays methane regulation and urges gas demand restraint, as Germany orders SEFE to fill storages. But humiliating climbdowns cannot protect Europe this winter
Hot takes
The Fog of Peace
The US says the war is over and Hormuz is open. Energy markets are desperate to agree. Here’s what we know, what we don’t, and why the next two months will be more dangerous than headlines suggest.
Hot takes
America’s Suez moment
Trump’s hollow ‘victory’ is Iran’s greatest triumph — and a rupture with the old energy order
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Lies, damned AIs, and oil prices
Algorithmic execution has created the perfect insider-trading machine
Hot takes
Iran: US Energy Dominance laid bare
Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else
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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
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See no evil, hear no evil
From moral high ground to marked silence: the new US stance on Ukrainian corruption
Hot takes
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