Deep Dives
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 Dives
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 Dives
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 Dives
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
Deep Dives
LNG’s canal conundrum
DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse