Newsletter

EU LNG Chart Deck

Appearances can be deceiving

Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025

EU LNG 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

EU LNG 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

EU LNG 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.

Deep dive

Sizing up the LNG glut (part 2)

DEEP DIVE: The future of energy ain’t what it used to be

Newsletter

The future growth of LNG

PODCAST: Redefining Energy. AND: Freight rates, tariffs, EU gas storage regs

Breaking news

LNG shipping rates ‘go negative’

BREAKING: Acute oversupply renders old tonnage less than worthless

Deep dive

Sizing up the LNG glut (part 1)

DEEP DIVE: When will the global LNG market tip into oversupply? And what might the transition to a new pricing regime look like?

Hot takes

Germany bites the gas storage bullet

HOT TAKE: TTF surges above €50/MWh on Berlin’s new storage subsidy mechanism