Hot take
Chaos theory
HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
Newsletter
Chart Deck
Trump slump
Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2025
Deep dive
Gas attack: Inside Russia’s new strategy to break Ukraine
DEEP DIVE: Amidst the turmoil of ceasefire talks, Ukraine faces a grim supply picture for next winter – and an even harsher economic reality that poses existential risks to the government in Kyiv
Deep dive
US LNG’s affordability crisis
DEEP DIVE: America is losing its competitive edge in the Asian LNG market
Breaking news
Sudzha burns 🔥
BREAKING: Drone strike on Russia’s last remaining direct EU gas export route all but eliminates role for energy in Ukraine peace talks
EU LNG Chart Deck
Appearances can be deceiving
Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025
Chart Deck
Burning the house down
Investment funds torch €8bn of EU gas futures in record TTF selloff | EU LNG Chart Deck: 6 March 2025
Chart Deck
The bear roars!
TTF selloff gains pace, but regulatory standoff sets the stage for a rebound | EU LNG Chart Deck: 27 February 2025
Hot takes
Dismantling the EU’s flawed equity LNG plan
HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment
Hot takes
TTF selloff: tactical pause?
HOT TAKE: Hedge funds liquidate big chunk of TTF long position, but this is not a structural reversal — yet
Chart Deck
Sell the rumour…
…buy the news? | EU LNG Chart Deck: 18 February 2025
Hot takes
Regulatory schizophrenia
HOT TAKE: EU mulls relaxation of gas refilling targets, as industry rejects THE’s restocking subsidy folly. But price cap revival muddies waters.