Newsletter
Bursting the narrative bubble
Gas markets enter new bullish phase amid Golden Pass LNG debacle & OMV’s mysterious court ruling | EU LNG Chart Deck 13-24 May 2024
US LNG
EU LNG Chart Deck
Gas bulls sweat it out
Searing temperatures in Asia and LNG supply disruptions buoy EU gas prices. But for how long? | EU LNG Chart Deck 29 Apr-10 May 2024
Deep dive
Data centres vs US LNG
DEEP DIVE: Could an AI-fuelled boom in gas demand threaten the economics of US LNG exports?
Deep dive
The trouble with dirt-cheap shale gas
DEEP DIVE: Is America facing an LNG feed gas crunch?
EU LNG Chart Deck
Gas flood sinks canal crisis
Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024
Deep dive
LNG’s canal conundrum
DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse
EU LNG Chart Deck
The Panama paradox
Canal drought leaves US LNG exporters facing tricky choices | EU LNG Chart Deck: 5-16 Feb 2024
EU LNG Chart Deck
Pause for the cause
Global gas markets shrug at Biden’s US LNG 'pause' | EU LNG Chart Deck: 29 Dec 2023-2 Feb 2024
Newsletter
The winter that never was
Never say never, but is winter over before it even started? | EU LNG chart deck: 13-24 Nov 2023
Newsletter
Greed over growth
DEEP DIVE: The relentless pursuit of profit is squeezing consumers and killing gas demand
Newsletter
Made in Germany, fuelled in America
Incredibly, BASF could save $4.8 billion by buying LNG from America. EU LNG chart deck: 21-25 Aug 2023
Newsletter
The price of freedom (gas)
DEEP DIVE: The need to reduce gas demand - and political squabbling - has never been more urgent