Analyzes structural forces in the U.S. natural gas market, including storage benchmarks, LNG export flows, and policy levers affecting Henry Hub pricing. Each issue argues a specific thesis backed by figures from EIA, DOE and project-level data.
Website: https://thermsuite.com/
Robert Bryce reports on energy, power grids, and the politics of technology through articles and short documentaries. Readers get on-the-ground visits to power facilities, analysis of the data center backlash, and historical stories about energy use.
Biweekly analysis of the energy transition, covering data center power demand, EV adoption and the global oil and gas outlook. Each issue builds an argument from specific figures and recent studies.
A sharp, opinionated energy market newsletter focused on European and Asian gas markets, covering geopolitics, LNG prices and trading positioning. Readers get pointed commentary on Ukraine-related gas diplomacy, TTF price drivers and fund positioning, and longer analysis of Japan's LNG demand.
A energy trader publishes his own portfolio positions and trade notes after they are placed, including a detailed write-up of a European gas-related equity trade. Readers get a first-person look at how a professional trader thinks about positions, management quality and market setups.
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