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
Sharp, unfiltered analysis of breaking market events, policy decisions and geopolitical shocks as they happen. Hot Takes cut through the noise with pointed commentary on the moves that matter — price spikes, political miscalculations, supply disruptions and the decisions behind them. Short, fast and designed to provoke. Available to subscribers on the Premium subscription tier. Latest issues below 👇
Hot takes
America’s Suez moment
Trump’s hollow ‘victory’ is Iran’s greatest triumph — and a rupture with the old energy order
Hot takes
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
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 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
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