https://balogun.blog/Recent content on BalogunHugoen-usSun, 01 Nov 2026 00:00:00 +0000https://balogun.blog/posts/welcome-to-lng-analysis/Sun, 01 Nov 2026 00:00:00 +0000https://balogun.blog/posts/welcome-to-lng-analysis/Why I&rsquo;m starting this blog, and what you can expect to find here.https://balogun.blog/posts/projects-to-track-through-2030/Tue, 20 Oct 2026 00:00:00 +0000https://balogun.blog/posts/projects-to-track-through-2030/A snapshot of the liquefaction capacity under construction and the projects that will define the late-2020s supply wave.https://balogun.blog/about/Mon, 01 Jan 0001 00:00:00 +0000https://balogun.blog/about/<h1 id="about-me">About Me</h1> <p>I&rsquo;m <strong>Tobi Balogun</strong>, an LNG analyst.</p> <p>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.</p> <h2 id="what-i-write-about">What I Write About</h2> <ul> <li><strong>Market analysis</strong> — spot/delivered prices, arb spreads between basins (Atlantic ↔ Pacific), and JKM/TTF/Henry Hub dynamics</li> <li><strong>LNG shipping</strong> — charter rates, tonnage supply, and voyage economics</li> <li><strong>Projects &amp; contracts</strong> — new liquefaction capacity, FIDs, SPA activity, and contract length trends</li> <li><strong>Demand fundamentals</strong> — regas capacity in Europe &amp; Asia, weather-driven pull, substitution economics vs coal and renewables</li> </ul> <h2 id="get-in-touch">Get in Touch</h2> <p>If you&rsquo;d like to discuss the LNG market, collaborate, or just say hello, reach out on <a href="https://www.linkedin.com/in/tobibalogun">LinkedIn</a>.</p>