Notes
Blog
Posts about reading this kind of data: what a tracker release actually tells you, where the chain is concentrated, and the judgement calls behind the numbers on this site. Reference material lives in the explainers; these are dated and not rewritten as the data moves.
· supply chain, suppliers
Three narrow links in the LNG chain
Building an LNG project is mostly ordinary heavy industry. Three steps in it are not, and they are the ones worth watching.
· methodology, data
Why we publish the diff, not just the snapshot
A tracker tells you what is true today and quietly forgets what it said last year. The interesting information is in the gap between the two.
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