Weekly quantitative analysis of natural gas and crude oil markets. Systematic signals, supply/demand modeling, and macro frameworks — delivered to analysts, traders, and investors.
A selection of recent reports from the Elysium Research archive.
Analysis of 20% global LNG supply disruption impact on European gas markets. TTF pricing regimes (demand-destruction vs. coal-switching), storage deficit implications, and scenarios from 40–95+ EUR/MWh across 1–2+ month outage horizons.
Analysis of Operation Epic Fury, global supply disruption (12–20 MB/D), policy responses (SPR release, pipeline bypasses), and Brent fair value scenarios ($76–$140) across 30–120 day closure horizons.
Assessment of largest-ever LNG market outage (20% global supply). Qatar restart dependencies (ceasefire, vessel availability, insurance), Strait mine-laying risk, and cargo scheduling constraints. Offset potential from Norway and US LNG re-routing.
Elysium Research applies systematic, data-driven frameworks to commodity markets — eliminating narrative bias and focusing on structural signal.
Proprietary weekly balances for European gas and global crude, integrating production, LNG flows, weather demand models, and storage dynamics.
Read Methodology →Statistical models identifying positioning extremes, seasonal patterns, and mean-reversion setups across the energy complex.
Read Methodology →Integration of macro regime analysis — rates, dollar dynamics, and industrial cycle positioning — into commodity price forecasting.
Read Methodology →Weekly quantitative commodity briefing — covering natural gas and crude oil. Free core edition, with full model access for subscribers.
For research enquiries, subscription questions, or institutional coverage requests — reach out directly.
→ research@elysium-research.com