Chart Deck
Dwindling EU gas stocks amplify Hormuz risk premium
Without a deep winter buffer, the European gas market is vulnerable to exaggerated price moves
TTF
Chart Deck
The cost of volatility
Who pays when risk management itself becomes riskier and more expensive?
Hot take
Revenge of the machines
Natural gas markets implode in frenzy of automated selling and cascading long-stop orders
Chart Deck
After the squeeze
Algo traders take a breath after being taken to the cleaners
Chart Deck
Volatility is exploding. Fundamentals are not
Self-reinforcing volatility loop sustains sudden winter gas price rally, but for how long?
Hot take
Short squeeze!
Hedge funds punish complacency in EU gas market. This is a sign of the times.
Chart Deck
US LNG profits go negative
Spread compression intensifies, but TTF is primed to snap back | Chart Deck — 12 Dec 2025
Chart Deck
Funds short TTF
Speculative capital prices in return of Russian gas to Europe, as global LNG glut deepens | Chart Deck — 27 Nov 2025
Deep dive
US LNG eats itself
The American gas export boom risks becoming a victim of its own success. Can the waning shale sector pull off a production miracle?
Deep dive
‘Let’s get physical!’: Abaxx takes on JKM
Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.
Deep dive
The invisible divide
REVEALED: How hedge funds secretly split Europe’s TTF gas market in two
TTF Risk Model
Wrong at both ends
CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities