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 takes
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.
Breaking news
Ukraine wants to frack its way to victory
EXCLUSIVE: Kyiv is hunting for foreign cash and technology to unleash an American-style shale gas revolution
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
Hot takes
TTF selloff: tactical pause?
HOT TAKE: Hedge funds liquidate big chunk of TTF long position, but this is not a structural reversal — yet
Hot takes
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.
Breaking news
LNG shipping rates ‘go negative’
BREAKING: Acute oversupply renders old tonnage less than worthless
Hot takes
Germany bites the gas storage bullet
HOT TAKE: TTF surges above €50/MWh on Berlin’s new storage subsidy mechanism