Chart Deck
Spreads blow out
Atlantic LNG is heading east. EU storage refill is falling behind. And TTF keeps stalling below €50/MWh. This week’s Chart Deck explains why this apparent equilibrium is as soft as melting butter.
Chart Deck
After the squeeze
Algo traders take a breath after being taken to the cleaners
Chart Deck
US LNG profits go negative
Spread compression intensifies, but TTF is primed to snap back | Chart Deck — 12 Dec 2025
Chart Deck
Funds short TTF
Speculative capital prices in return of Russian gas to Europe, as global LNG glut deepens | Chart Deck — 27 Nov 2025
Deep Dives
US LNG eats itself
The American gas export boom risks becoming a victim of its own success. Can the waning shale sector pull off a production miracle?
Deep Dives
‘Let’s get physical!’: Abaxx takes on JKM
Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.