Deep dive
The Merz mandate
DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth
US LNG
Podcast
🎧 Fickle trade war takes its toll on LNG demand
PLUS: Listener Q&A on TTF price outlook, US LNG risks, and Jeff Currie's The New Joule Order
Deep dive
The big squeeze
DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures
Hot take
Chaos theory
HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
EU LNG Chart Deck
Trump slump
Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2025
Deep dive
US LNG’s affordability crisis
DEEP DIVE: America is losing its competitive edge in the Asian LNG market
Podcast
🎧 A wild week in EU gas markets
PLUS: The correlation between TTF and Henry Hub
EU LNG Chart Deck
The bear roars!
TTF selloff gains pace, but regulatory standoff sets the stage for a rebound | EU LNG Chart Deck: 27 February 2025
Podcast
🎧 Europe is waking up to the TTF speculation problem
PLUS: The EU’s misguided US LNG investment plan & reader Q&A
Newsletter
The future growth of LNG
PODCAST: Redefining Energy. AND: Freight rates, tariffs, EU gas storage regs
EU LNG Chart Deck
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Deep dive
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?