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Natural gas

If you only read one thing this week

Shipping

+5

If you only read one thing this week

“Could Surging Oil Prices Cause a Global Depression?” New Statesman podcast – 17 March 2026

LockSimple

Mar 26, 2026

•

2 min read

Where the disruption becomes investable

Equities

+5

Where the disruption becomes investable

What began as an oil shock is already propagating through adjacent supply chains.

LockSimple

Mar 19, 2026

•

9 min read

Community pulse

Energy radar

+2

Community pulse

Which sector do you think is most underpriced relative to the disruption?

LockSimple

Mar 19, 2026

•

1 min read

The two-phase shipping trap

Shipping

+5

The two-phase shipping trap

The market has priced longer voyages. It has not priced fewer cargoes.

LockSimple

Mar 6, 2026

•

10 min read

The €40 billion question

Equities

+6

The €40 billion question

Europe must refill its gas storage this summer. The question is who collects the margin.

LockSimple

Mar 6, 2026

•

8 min read

The last supplier standing

Equities

+6

The last supplier standing

The Middle East war has left the United States as the world’s indispensable gas supplier. The question is what Donald Trump does with that power – and the answer may be more unsettling than investors think.

LockSimple

Mar 5, 2026

•

10 min read

The electricity problem nobody is pricing – and where the answer is stored

Equities

+3

The electricity problem nobody is pricing – and where the answer is stored

AI runs on silicon and code. It also runs on electricity. The market has priced the first two. The opportunity is in what holds it.

LockSimple

Mar 3, 2026

•

23 min read

Who really closed the Strait of Hormuz

Shipping

+4

Who really closed the Strait of Hormuz

Hint: it wasn’t Iran’s navy. It was a clutch of insurance clubs in the City of London – and the story of how tells you more about global energy markets than anything else happening in the Gulf.

LockSimple

Mar 3, 2026

•

10 min read

Red, Blue – and Backwards

Equities

+5

Red, Blue – and Backwards

Why green stocks rose under Trump, oil held up under Biden – and why politics keeps misleading energy investors

LockSimple

Mar 3, 2026

•

11 min read

Global Energy Dynamics

Global Energy Dynamics delivers structured, independent intelligence on global energy markets, helping professionals stay ahead of emerging trends.

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