Newsletter
Honest reflections on Energy Flux in 2024
PLUS: The ‘wild card’ for TTF in 2025
LNG
Chart Deck
One for the road?
The 2024 bullish party in EU gas markets is not quite over, but an epic New Year hangover awaits | EU LNG Chart Deck: 31 December 2024
Newsletter
Seven lessons from a wild year in EU energy markets
2024 IN REVIEW: Brace for the next plot twist in the ‘EU gas crisis’ story
Deep dive
Everything must go!
DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?
Chart Deck
Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
Deep dive
Canary in the coalmine
DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry
Chart Deck
Who let the bulls out?
Bullish revival in EU gas market leaves everyone scratching their heads | EU LNG Chart Deck: 28 October 2024
Deep dive
Asia’s LNG bottleneck (part 2)
DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade
Deep dive
Asia’s LNG bottleneck (part 1)
DEEP DIVE: Will infrastructure constraints burst the Asian LNG demand growth narrative?
Deep dive
Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
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
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