geopolitics
PoS2: It’s not about the gas
HOT TAKE: Power of Siberia 2 sends a clear signal of geopolitical intent
Natural gas
Chart Deck
When the dam breaks
CHART DECK: It never rains gas, but it pours LNG
Chart Deck
The boy who cried ‘bull’!
CHART DECK: Will anyone believe stern warnings of market tightness ever again?
gas flaring
Torching value
DEEP DIVE: The $16 billion global gas flaring scandal — quantified, by country, for the first time
Chart Deck
TTF Risk Model v2.0
New and improved modelling cuts through the noise to give a clearer view of shifts in risk pricing
Deep dive
Pain threshold
DEEP DIVE: How low must LNG prices go to unlock Asian demand?
Chart Deck
Geopolitical theatre
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
Chart Deck
Whiplash!
TTF turns on a dime, but is risk being priced properly? | EU LNG Chart Deck: 20 June 2025
Deep dive
The view from Baku
EXCLUSIVE: SOCAR interview Q&A + multimedia report from Baku Energy Week
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.
Deep dive
SOCAR: ‘Our customers are behind a glass wall’
EXCLUSIVE: Deputy VP Vitaliy Baylarbayov talks TTF, hydrogen, gas transit tariffs, and more...
Breaking news
Ukraine wants to frack its way to victory
EXCLUSIVE: Kyiv is hunting for foreign cash and technology to unleash an American-style shale gas revolution