Important update: Energy Flux has moved!

Big news: Energy Flux has switched platform providers, moving from Substack to Ghost 😮 This change allows me to improve and expand the newsletter’s overall value proposition — delivering a richer experience, sharper analysis, and more utility for you. Most importantly: You don’t need to do anything to keep receiving

The Merz mandate

DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth

🎧 Nord Stream 2: the plot thickens!

Listen now | NS2 AG gets legal stay of execution hours after EU floats Russian gas ban

Zombie bulls twitch back to life

Prompt EU gas price rebounds on Russian gas ban, but this ain’t no recovery | EU LNG Chart Deck: 10 May 2025

The storage-speculation nexus (part 3)

DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction

That Friday feeling

Pexapark podcast, Iberian blackout culture war, US-Ukraine mineral deal, trade war thaw

🎧 Fickle trade war takes its toll on LNG demand

PLUS: Listener Q&A on TTF price outlook, US LNG risks, and Jeff Currie's The New Joule Order

The big squeeze

DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures

Phase shift

Bearish market reality bites, accelerating the onset of a new pricing regime | EU LNG Chart Deck: 17 April 2025

The unstoppable tragedy of Mozambique LNG

DEEP DIVE: Neither Trump nor Mozambique can afford *not* to build this $20 billion megaproject — human rights abuses be damned

Chaos theory

HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions

Trump slump

Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2025