Hot take
See no evil, hear no evil
From moral high ground to marked silence: the new US stance on Ukrainian corruption
US LNG
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?
Hot take
The Illusion of Power
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world
Gastech
Gastech 2025: Peak LNG hubris
HOT TAKE: Dealmaking frenzy and reality denial reign supreme in Milan
Deep dive
Aramco slow-walks LNG expansion
DEEP DIVE: Saudi NOC has little to show for a decade of sniffing around big-ticket investments
Hot take
Venture Global’s pyrrhic victory
HOT TAKE: Court ruling clarifies legal grey area, at the expense of long-term trust between buyers and sellers
Hot take
Geopolitical theatre (part 2)
HOT TAKE: The Transatlantic LNG deal is a ridiculous sham, and everyone knows it
Deep dive
The Merz mandate
DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth
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
Chart Deck
Trump slump
Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2025