BLOG
Join our upcoming webinar “From crisis to supply wave: navigating global gas uncertainty”
BLOG
European gas seasonal spreads move back toward positive territory
Winter - Summer 2026 spreads are gradually turning positive again, driven by the market pricing in a more lasting impact from the Iranian conflict and as the EU gives verbal instruction to member states to relax gas storage mandates
BLOG
The rising cost of system imbalance
We analyse how imbalance risk evolves as RES penetration in the GB power market rises - and why it is becoming a core commercial driver for asset owners & investors.
BLOG
TTF curve reprices higher as Middle East supply risk extends down the curve
Strikes on Qatari gas infrastructure have shifted market pricing from a near term supply shock towards a longer duration risk premium across the TTF curve.
BLOG
The conflict in Iran drives LNG charter rate volatility
The conflict in Iran has driven a rapid spike and then record-breaking fall in charter rates as global LNG flows adjust to the supply shock