Political policies introduce economic incentives into local energy markets in both overt and subtle ways. The key LNG importing markets of Northeast Asia are prime examples of this observation. Especially in periods of historically high Read more
India’s LNG imports rebounded in April 2026 after falling in March 2026 to their lowest levels since early 2023, amid the collapse in flat prices following the Ukraine War. Following the suspension of LNG exports Read more
As of 17 April 2026, two ceasefires are nominally in effect in the Middle East. Front month Brent futures are sticking below $100/barrel. TTF futures are testing the €41/MWh level. During the past six weeks, Read more
The duration risk question for global gas and LNG markets remains wide open. It has been thirty-eight days since Israel and the United States initiated the current round of military strikes against Iran. Nineteen days Read more
As two United States Marine Expeditionary Units and elements of the United States 82nd Airborne Division made their way to the Middle East region during the week of 23 March 2026, the Trump Administration pursued Read more
Following the unplanned stoppage of power generation at the recently-restarted Unit 6 of the Kashiwazaki-Kariwa nuclear power plant on 14 March 2026, day-ahead power prices in the Tokyo power market region have risen to nearly Read more