LNG

Deep dive

Gas attack: Inside Russia’s new strategy to break Ukraine

DEEP DIVE: Amidst the turmoil of ceasefire talks, Ukraine faces a grim supply picture for next winter – and an even harsher economic reality that poses existential risks to the government in Kyiv

Deep dive

US LNG’s affordability crisis

DEEP DIVE: America is losing its competitive edge in the Asian LNG market

EU LNG Chart Deck

Appearances can be deceiving

Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025

EU LNG Chart Deck

Burning the house down

Investment funds torch €8bn of EU gas futures in record TTF selloff | EU LNG Chart Deck: 6 March 2025

EU LNG Chart Deck

The bear roars!

TTF selloff gains pace, but regulatory standoff sets the stage for a rebound | EU LNG Chart Deck: 27 February 2025

Hot takes

Dismantling the EU’s flawed equity LNG plan

HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment

Podcast

🎧 Europe is waking up to the TTF speculation problem

PLUS: The EU’s misguided US LNG investment plan & reader Q&A

Hot takes

TTF selloff: tactical pause?

HOT TAKE: Hedge funds liquidate big chunk of TTF long position, but this is not a structural reversal — yet

EU LNG Chart Deck

Sell the rumour…

…buy the news? | EU LNG Chart Deck: 18 February 2025

Deep dive

Sizing up the LNG glut (part 2)

DEEP DIVE: The future of energy ain’t what it used to be

Newsletter

The future growth of LNG

PODCAST: Redefining Energy. AND: Freight rates, tariffs, EU gas storage regs

Breaking news

LNG shipping rates ‘go negative’

BREAKING: Acute oversupply renders old tonnage less than worthless