Hot takes

HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions

Apr 9 •

Sudzha burns 🔥

BREAKING: Drone strike on Russia’s last remaining direct EU gas export route eliminates role for energy in Ukraine peace talks

Mar 21 •

Dismantling the EU’s flawed equity LNG plan

HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment

Feb 24 •

TTF selloff: tactical pause?

HOT TAKE: Hedge funds liquidate big chunk of TTF long position, but this is not a structural reversal — yet.

Feb 20 •

Regulatory schizophrenia

HOT TAKE: EU mulls relaxation of gas refilling targets, as industry rejects THE’s restocking subsidy folly. But price cap revival muddies waters.

Feb 13 •

LNG shipping rates ‘go negative’

BREAKING: Acute oversupply renders old tonnage less than worthless

Jan 29 •

Germany bites the gas storage bullet

HOT TAKE: TTF surges above €50/MWh on Berlin’s new storage subsidy mechanism

Jan 22 •

EU watchdog wakes up to TTF speculation

BREAKING: Market regulator ‘lowers’ position limits on Dutch TTF trades — but not everything is as it seems

Jul 2, 2024 •

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