Free posts
Japan’s LNG surplus adds to Asian glut
Utilities must resell more volumes at the worst possible moment
LNG
EU LNG Chart Deck
The Asian LNG glut is here
Widening gulf between LNG spot prices and oil-indexed contracts is squeezing sellers | EU LNG Chart Deck: 4-8 Mar 2024
EU LNG Chart Deck
Gas flood sinks canal crisis
Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024
Deep dive
LNG’s canal conundrum
DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse
EU LNG Chart Deck
The Panama paradox
Canal drought leaves US LNG exporters facing tricky choices | EU LNG Chart Deck: 5-16 Feb 2024
Deep dive
The cost of geopolitics
DEEP DIVE: Red Sea shipping crisis reshapes the economics of LNG trade
EU LNG Chart Deck
Pause for the cause
Global gas markets shrug at Biden’s US LNG 'pause' | EU LNG Chart Deck: 29 Dec 2023-2 Feb 2024
Newsletter
Redefining đź’ĄEnergy Fluxđź’Ą
A premium newsletter analysing global natural gas markets through the lens of Europe’s net-zero journey
EU LNG Chart Deck
What might global LNG trade look like in 2024?
The outlook is bearish, but the only certainty is uncertainty | EU LNG chart deck: 11-29 Dec 2023
Newsletter
2023 in review
And a look ahead to next year in Energy Flux
Deep dive
Russia’s stunted LNG coup
DEEP DIVE: Novatek has defied sanctions against Arctic LNG-2, but is the achievement merely symbolic?
Newsletter
REPOST: ❄️Frozen out of a warming Arctic🔥
DEEP DIVE: Is Russia losing its grip on Arctic energy resources?