EU LNG Chart Deck
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Newsletter
Deep dive
Gas, carbon, and the geopolitical web
PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition
Newsletter
Honest reflections on Energy Flux in 2024
PLUS: The ‘wild card’ for TTF in 2025
EU LNG Chart Deck
One for the road?
The 2024 bullish party in EU gas markets is not quite over, but an epic New Year hangover awaits | EU LNG Chart Deck: 31 December 2024
Newsletter
Seven lessons from a wild year in EU energy markets
2024 IN REVIEW: Brace for the next plot twist in the ‘EU gas crisis’ story
Deep dive
Everything must go!
DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?
Deep dive
The storage-speculation nexus (part 2)
DEEP DIVE: Data analysis reveals how hedge funds are positioned to exploit lax regulation and profit from EU gas storage targets
EU LNG Chart Deck
Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
Newsletter
On the Air
An evergreen list of my podcast, TV, and media appearances
EU LNG Chart Deck
Jedi mind trick
This is not the bearish gas market you are looking for | EU LNG Chart Deck: 20 November 2024
Deep dive
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?
Deep dive
Canary in the coalmine
DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry