TTF Risk Model
Beware complacency
CHART DECK: Fundamentals are increasingly bearish, but the market remains prone to shocks
Gastech
Gastech 2025 presentation: Mapping the storage-speculation nexus
VIDEO PODCAST 🎧 Using regression analysis to dissect hedge fund positioning along the TTF forward curve
The Energy Flux Podcast
Gastech 2025 walk & talk
VIDEO PODCAST 🎧 Reflections from the exhibition floor of the world's biggest gas conference
geopolitics
PoS2: It’s not about the gas
HOT TAKE: Power of Siberia 2 sends a clear signal of geopolitical intent
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 Dives
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 Dives
The view from Baku
EXCLUSIVE: SOCAR interview Q&A + multimedia report from Baku Energy Week