About Me

I’m Tobi Balogun, an LNG analyst.

I study the liquefied natural gas industry end-to-end: upstream supply, liquefaction projects, shipping and chartering, regasification, and downstream demand. My work focuses on turning messy market signals — freight rates, spot prices, project FIDs, weather patterns — into clear, actionable analysis.

What I Write About

• Market analysis — spot/delivered prices, arb spreads between basins (Atlantic ↔ Pacific), and JKM/TTF/Henry Hub dynamics
• LNG shipping — charter rates, tonnage supply, and voyage economics
• Projects & contracts — new liquefaction capacity, FIDs, SPA activity, and contract length trends
• Demand fundamentals — regas capacity in Europe & Asia, weather-driven pull, substitution economics vs coal and renewables

Get in Touch

If you’d like to discuss the LNG market, collaborate, or just say hello, reach out on LinkedIn.