Deep dive
Pain threshold
DEEP DIVE: How low must LNG prices go to unlock Asian demand?
Macroeconomics
Hot take
Don’t forget the macro!
HOT TAKE: Oil and gas prices will surge on Monday’s market open. But this won’t mark a structural shift.
Podcast
🎧 Fickle trade war takes its toll on LNG demand
PLUS: Listener Q&A on TTF price outlook, US LNG risks, and Jeff Currie's The New Joule Order
Chart Deck
Phase shift
Bearish market reality bites, accelerating the onset of a new pricing regime | EU LNG Chart Deck: 17 April 2025