Chart Deck
Tracking the LNG glut
New LNG physical balance index monitors glut conditions in real-time | Chart Deck — 19 Dec 2025
TTF Risk Model
Chart Deck
US LNG profits go negative
Spread compression intensifies, but TTF is primed to snap back | Chart Deck — 12 Dec 2025
Chart Deck
Bears tighten grip on TTF
EU gas bear market spells trouble for LNG exporters | Chart Deck — 4 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
Chart Deck
Chart Deck — 21 Nov 2025
New downloadable slide deck in PDF and PPSX formats, for convenient offline viewing
Chart Deck
Arb to nowhere
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
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
TTF Risk Model
Beware complacency
CHART DECK: Fundamentals are increasingly bearish, but the market remains prone to shocks
Chart Deck
Decorrelation!
TTF breaks from the script. Does this alter the winter outlook?
Chart Deck
In search of signal
TTF Risk Model sheds light on opaque summer EU gas market | Chart Deck: 24 July 2025
Chart Deck
TTF Risk Model v2.0
New and improved modelling cuts through the noise to give a clearer view of shifts in risk pricing