Upcoming live podcasts
Member discussion: Upcoming live podcasts
Read what members are saying. Subscribe to join the conversation.
Read more
The Hidden Ceiling
Value-at-Risk: Why TTF can’t break €50/MWh despite investment funds holding a record net long position in an unparalleled bullish setup
Crossing the Hormuz chasm
The fragile bridge back to molecular normality is fraying
The post-Hormuz cliff edge
Prolonged closure jacks up near-term volatility, and sets the stage for an abrupt reversal: macroeconomic shock + demand destruction + new LNG supply wave
The shock absorber cracks
For 55 days, the war-shocked global LNG market has been balanced by Asian state buyers going without. One just said, enough is enough.