Chart Deck
Arb to nowhere
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
LNG
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
Russian LNG
Arctic LNG 2: In from the cold?
DEEP DIVE: How China’s sanctions-busting imports and the EU’s Russian LNG ban complicate global trade flows
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
Deep dive
Aramco slow-walks LNG expansion
DEEP DIVE: Saudi NOC has little to show for a decade of sniffing around big-ticket investments
Chart Deck
When the dam breaks
CHART DECK: It never rains gas, but it pours LNG
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
Chart Deck
The boy who cried ‘bull’!
CHART DECK: Will anyone believe stern warnings of market tightness ever again?
Deep dive
Pain threshold
DEEP DIVE: How low must LNG prices go to unlock Asian demand?
Chart Deck
Geopolitical theatre
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
Deep dive
The view from Baku
EXCLUSIVE: SOCAR interview Q&A + multimedia report from Baku Energy Week