LNG

Energy radar

If you only read one thing this week

A useful way to step back from this winter’s squeeze and look at where Europe’s gas dependence is heading.

Sep 3, 2026

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1 min read

Cheniere Energy

Where the gas squeeze could show up next

Two ideas this week: one company sitting at the US liquefaction bottleneck, and one part of the European gas curve where the market may be pricing in too much relief. As always, this is a sector spotlight, not investment advice. GED does not make buy, sell or hold recommendations, and this should not be read as a financial promotion.

Sep 3, 2026

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2 min read

Briefing

Europe’s winter now depends on Asia blinking first

European gas hit its highest since early 2023 this week, storage is the thinnest it has been since records began, and Europe is finally doing what it spent all summer avoiding: paying up. With new supply constrained, getting through winter increasingly depends on prices rising high enough to push enough Asian buyers out of the market.

Sep 3, 2026

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4 min read

Shipping insurance

What the markets are telling you about the pipe

The ceasefire will feel like relief. The engineer looking at the damage to trains 3 and 7 at Ras Laffan will know better. This issue is about the shortage that survives the war – and why the market hasn't priced it yet.

Apr 2, 2026

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5 min read

LNG

If you only read one thing this week

Where the gas squeeze could show up next

Europe’s winter now depends on Asia blinking first

What the markets are telling you about the pipe

Global Energy Dynamics