By role, not by name

The only LNG newsletter built from what working traders tell us.

For analysts, originators, shipping desks and the commercial teams near LNG trading who want to hear it from people actually on the calls.

This week's calls

Sample issue — anonymous by role

Sun 18:00
  • Portfolio trader — European utility

    Freight is doing more to the delta than price is this week.

  • LNG originator — Asian buyer

    Everyone's quoting the same cargo. Nobody's taking it.

  • Shipping desk — chartering

    We moved our loading dates back twice and it still didn't feel early enough.

  • Commercial lead — industrial buyer

    The spread's wide enough that nobody wants to go first.

Anonymous by role

Every quote is tagged by role, like “a portfolio trader at a European utility,” never by name.

From people on calls

Every issue comes from interviews with working LNG traders, not desk research.

Every Sunday evening

The week's calls are set side by side and sent out every Sunday evening.

Full reasoning in the archive

Paid readers get every interview, the full reasoning behind each call, and the archive.

How it works

The fastest way to hear what traders actually think

1

Call working traders

We talk to people trading LNG day to day, and quote them by role, never by name.

2

Set their calls side by side

The same week looks different from a shipping desk than from a utility desk. We put those calls next to each other.

3

Send the issue Sunday evening

It lands every Sunday evening, before the week starts, without exception.

Interview

We call working traders, not analysts.

Every issue starts with real conversations with people trading LNG day to day. They speak by role, never by name, so they can say what they actually think.

  • Interviews with working LNG traders
  • Quoted by role, never by name
  • Free to say what they actually think

Call log

4 calls this week
  • Portfolio trader — European utilityLogged
  • LNG originator — Asian buyerLogged
  • Shipping desk — charteringLogged
  • Commercial lead — industrial buyerLogged

Sample — call log, anonymous by role

Topic: Freight

Grouped by topic
  • Portfolio trader — European utility

    Freight's where the pain is, not the headline price.

  • LNG originator — Asian buyer

    We're still comfortable. The market just doesn't know that yet.

  • Shipping desk — chartering

    Charter rates moved before cargo prices did.

Sample — one topic, three roles

Compare

Their calls, set side by side.

The same week looks different from a shipping desk than from a utility desk. We put those calls next to each other so the disagreement is visible.

  • Calls grouped by topic, not by trader
  • Agreement and disagreement both visible
  • No single call stands in for the market
Deliver

Every Sunday evening, before the week starts.

The issue lands Sunday evening, ahead of Monday's open, every week without exception.

  • Sent every Sunday evening
  • Free tier: the week's top three calls
  • Desk: every interview and the full archive

Send history

Weekly
  • Issue 3Sun, 18:00
  • Issue 2Sun, 18:00
  • Issue 1Sun, 18:00

Sample — send history, weekly cadence

Price

Two ways to read it.

Free

$0

The week's top three trader calls, by email.

Desk

$49/month

Every interview, full reasoning and the archive. Monthly plan, hosted checkout from the site, behind sign-in.