Podcast
Scarcity, abundance and urgency
How natural gas prices dictate the pace of energy transition
LNG glut
Deep dive
The great Transatlantic gas crunch
Negative US LNG profits & record-low Henry Hub-TTF correlation signal extreme market dislocation — and looming rebalancing
Deep dive
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?
Chart Deck
Arb to nowhere
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
TTF Risk Model
Wrong at both ends
CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities
TTF Risk Model
Beware complacency
CHART DECK: Fundamentals are increasingly bearish, but the market remains prone to shocks
Gastech
Gastech 2025: Peak LNG hubris
HOT TAKE: Dealmaking frenzy and reality denial reign supreme in Milan
Chart Deck
When the dam breaks
CHART DECK: It never rains gas, but it pours LNG