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

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

Chart Deck

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?

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

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?

Free posts

Japan’s LNG surplus adds to Asian glut

Utilities must resell more volumes at the worst possible moment

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

Chart Deck

Gas flood sinks canal crisis

Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024