Deep dive
The storage-speculation nexus
DEEP DIVE: Europe is holding vast amounts of natural gas in storage for longer periods. Is this fuelling energy price volatility?
speculation
Hot take
Pump up the volume!
Hedge funds boosted bullish bets as EU gas prices hit new 2024 highs
Chart Deck
Out on a limb
European gas markets price in supply disruptions that might not happen. A steep correction is long overdue | EU LNG Chart Deck 5-9 August 2024
Deep dive
Drowning in liquidity
DEEP DIVE: Too much of a good thing can be volatile
Breaking news
EU watchdog wakes up to TTF speculation
BREAKING: Market regulator ‘lowers’ position limits on Dutch TTF trades — but not everything is as it seems
Newsletter
The TTF transparency gap
FREE POST: Inadequate data and lax regulation obfuscate what’s really driving EU gas prices
Chart Deck
This is not a free market
Financial manoeuvring and political machinations trump physical realities in gas price formation | EU LNG Chart Deck 13 May-14 June 2024
Deep dive
Fighting gravity
DEEP DIVE: Hedge funds are making bullish bets in a fundamentally bearish EU gas market
Deep dive
Funds versus fundamentals
DEEP DIVE: Hedge funds are inflating European natural gas prices, at consumers' expense