Deep dive
The storage-speculation nexus (part 3)
DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
TTF
Podcast
🎧 Regulation vs. geopolitics: what's driving EU gas prices?
PLUS: US-Russia sanctions, LNG OPEC, Brent vs TTF pricing + more reader Q&As
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
Podcast
🎧 Europe is waking up to the TTF speculation problem
PLUS: The EU’s misguided US LNG investment plan & reader Q&A
Newsletter
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Newsletter
Honest reflections on Energy Flux in 2024
PLUS: The ‘wild card’ for TTF in 2025
Newsletter
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
Newsletter
Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
Newsletter
Jedi mind trick
This is not the bearish gas market you are looking for | EU LNG Chart Deck: 20 November 2024
Newsletter
Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
Newsletter
The mask slips
TTF ‘flash crash’ exposes how algorithms & speculation are destabilising Europe’s gas market | EU LNG Chart Deck: 24 September 2024
Newsletter
Turning point?
Hedge funds are tempering bullish bets on European gas prices. Is this a momentary blip, or a change of direction? | EU LNG Chart Deck: 2 September 2024