Deep dive

The Merz mandate

DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth

May 14 •

The storage-speculation nexus (part 3)

DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction

May 6 •

The big squeeze

DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures

Apr 24 •

The unstoppable tragedy of Mozambique LNG

DEEP DIVE: Neither Trump nor Mozambique can afford *not* to build this $20 billion megaproject — human rights abuses be damned

Apr 14 •

Gas attack: Inside Russia’s new strategy to break Ukraine

DEEP DIVE: Amidst the turmoil of ceasefire talks, Ukraine faces a grim supply picture for next winter – and an even harsher economic reality that poses…

Mar 27 •

US LNG’s affordability crisis

DEEP DIVE: America is losing its competitive edge in the Asian LNG market

Mar 24 •

Sizing up the LNG glut (part 2)

DEEP DIVE: The future of energy ain’t what it used to be

Feb 10 •

Sizing up the LNG glut (part 1)

DEEP DIVE: When will the LNG market tip into oversupply? And what might the transition to a new global gas pricing regime look like?

Jan 27 •

Gas, carbon, and the geopolitical web

PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition

Jan 14 •

Everything must go!

DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?

Dec 11, 2024 •

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

Dec 4, 2024 •

US LNG vs ‘America first’

DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?

Nov 13, 2024 •

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