Deep dive
Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
LNG
EU LNG Chart Deck
The unravelling begins
EU gas market teeters towards bearish flip, as physical and financial players liquidate positions | EU LNG Chart Deck: 9 September 2024
EU LNG Chart Deck
Out on a limb
European gas markets price in supply disruptions that might not happen. A steep correction is long overdue | EU LNG Chart Deck 5-9 August 2024
EU LNG Chart Deck
From risk premium to risk-off
Why WW3 would not be ‘bullish for gas’ | EU LNG Chart Deck 29 July-2 August 2024
Deep dive
Renewables are crushing gas-fired power
But wind and solar are no panacea for Europe’s fragile electricity system
EU LNG Chart Deck
This is not a free market
Financial manoeuvring and political machinations trump physical realities in gas price formation | EU LNG Chart Deck 13 May-14 June 2024
Deep dive
Funds versus fundamentals
DEEP DIVE: Hedge funds are inflating European natural gas prices, at consumers' expense
Newsletter
Bursting the narrative bubble
Gas markets enter new bullish phase amid Golden Pass LNG debacle & OMV’s mysterious court ruling | EU LNG Chart Deck 13-24 May 2024
Deep dive
Data centres vs US LNG
DEEP DIVE: Could an AI-fuelled boom in gas demand threaten the economics of US LNG exports?
EU LNG Chart Deck
Has EU LNG demand peaked?
Either way, demand will plateau just as global supply surges | EU LNG Chart Deck: 28 Mar-26 Apr 2024
EU LNG Chart Deck
Schrödinger’s gas crisis
Europe’s energy emergency is simultaneously alive and dead | EU LNG Chart Deck: 11-28 Mar 2024
Deep dive
Golden hour for gas-fired power
DEEP DIVE: Falling costs put gas ahead of coal in the merit order. Could electrification sustain this trend?