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Brief: TTF Bulls Exit Despite Supply Risks
May 01, 2025

Brief: TTF Bulls Exit Despite Supply Risks

Investment funds' outlook on Dutch TTF turned significantly less bullish in the last two months as money managers net length in TTF fell more than 72% from Feb 7 through Apr 25.

ES #134: The EU's Slow Start to Summer Injection Season
Apr 27, 2025

ES #134: The EU's Slow Start to Summer Injection Season

EU injection pace lags historical rates despite European gas storage ending the winter with below-average inventories (1313 Bcf vs 1394 Bcf 10YR avg) after higher-than-normal withdrawals.

ES #130: The Strategic Case for Greenland
Mar 30, 2025

ES #130: The Strategic Case for Greenland

Why the Trump administration's Greenland interest extends far beyond untapped critical minerals

Brief: The EU's Lowest Gas Storage Levels
Mar 26, 2025

Brief: The EU's Lowest Gas Storage Levels

Europe prepares for summer injection season after the first winter without Russian pipeline gas through Ukraine and Slovakia sent aggregate gas storage in the bloc to its fourth-lowest level in nearly 15 years.

ES #128: Tripling Global Nuclear Generation by 2050
Mar 16, 2025

ES #128: Tripling Global Nuclear Generation by 2050

Tech giants sign up to support the World Nuclear Association's goal of tripling global nuclear power generation capacity by 2050

Brief: Asia Natural Gas Regains Premium Over Europe As EU Storage Concerns Subside
Mar 13, 2025

Brief: Asia Natural Gas Regains Premium Over Europe As EU Storage Concerns Subside

Price action reflects the aftermath of hedge funds slashing long interest in Dutch TTF by more than 165 million contracts in the four weeks since TTF's mid-Feb rally

Brief: U.S. Trade Deficit Hits Record on Import Surge
Mar 07, 2025

Brief: U.S. Trade Deficit Hits Record on Import Surge

U.S. imports of goods and services jumped by $36 billion month-on-month in January for the largest monthly increase in history to the largest trade deficit in history

Brief: Hedge Funds Slash Length in TTF As Regulators Relax Storage Mandates
Mar 05, 2025

Brief: Hedge Funds Slash Length in TTF As Regulators Relax Storage Mandates

Money managers removed over 150 million contracts of long interest in Dutch TTF over the past three weeks as warm weather and new regulations ease imminent storage risks

Brief: TTF Erases 27% As Hedge Funds Scrap Bullish Bets
Feb 26, 2025

Brief: TTF Erases 27% As Hedge Funds Scrap Bullish Bets

Plus: Anti-fossil traffic light coalition posts massive losses in German chancellorship election, opening the door for new natural gas and nuclear generation capacity in Europe's largest economy

Brief: Iraq, Kurdistan to Resume Crude Flows to Mediterranean
Feb 25, 2025

Brief: Iraq, Kurdistan to Resume Crude Flows to Mediterranean

Crude flows through Iraq-Ceyhan pipeline to Turkey to resume after two years of disputes

ES #125: The Strategic Relevance of Ukrainian Minerals
Feb 23, 2025

ES #125: The Strategic Relevance of Ukrainian Minerals

A closer look at Ukraine's energy and other mineral resources as the US proposes a mineral revenue-sharing agreement in a potential US-brokered deal to end the Russia-Ukraine war.

Brief: TTF Rolls Over As Funds' Bullish Bets Collide With EU Storage Mandate Debate
Feb 13, 2025

Brief: TTF Rolls Over As Funds' Bullish Bets Collide With EU Storage Mandate Debate

TTF plummeted over 8% in the first half of Thursday's trading as EU members states met to debate terminating the bloc's gas storage targets after TTF extended its two-week rally over $17/MMBtu through Oct '25.

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