EU LNG Chart Deck
Geopolitical theatre
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
LNG
Deep dive
The view from Baku
EXCLUSIVE: SOCAR interview Q&A + multimedia report from Baku Energy Week
Hot take
APLNG’s billion-dollar price cut
HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction
EU LNG Chart Deck
Counterweight
TTF price upsurge must contend with demand flexibility and brimming global LNG supplies | EU LNG Chart Deck: 22 May 2025 Speculative investment funds are out on the prowl in the EU gas market again, buying up TTF gas futures like it’s 2021. This is no surprise, the pattern is
Deep dive
The Merz mandate
DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth
Deep dive
The storage-speculation nexus (part 3)
DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
Podcast
🎧 Fickle trade war takes its toll on LNG demand
PLUS: Listener Q&A on TTF price outlook, US LNG risks, and Jeff Currie's The New Joule Order
Deep dive
The big squeeze
DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures
EU LNG Chart Deck
Phase shift
Bearish market reality bites, accelerating the onset of a new pricing regime | EU LNG Chart Deck: 17 April 2025
Deep dive
The unstoppable tragedy of Mozambique LNG
DEEP DIVE: Neither Trump nor Mozambique can afford *not* to build this $20 billion megaproject — human rights abuses be damned
Hot take
Chaos theory
HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
EU LNG Chart Deck
Trump slump
Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2025