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Drowning in liquidity
DEEP DIVE: Too much of a good thing can be volatile
Jul 8
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Seb Kennedy
9
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Drowning in liquidity
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EU watchdog wakes up to TTF speculation
BREAKING: Market regulator ‘lowers’ position limits on Dutch TTF trades — but not everything is as it seems
Jul 2
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Seb Kennedy
10
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EU watchdog wakes up to TTF speculation
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The TTF transparency gap
FREE POST: Inadequate data and lax regulation obfuscate what’s really driving EU gas prices
Jun 24
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Seb Kennedy
16
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The TTF transparency gap
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2023 in review
Dec 26, 2023
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Seb Kennedy
33
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2023 in review
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3
EU gas goes… negative?
Oct 25, 2022
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Seb Kennedy
12
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EU gas goes… negative?
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What might global LNG trade look like in 2024?
Jan 2
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Seb Kennedy
22
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What might global LNG trade look like in 2024?
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Eerie calm
Oct 9, 2023
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Seb Kennedy
21
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Eerie calm
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9
The winter that never was
Nov 28, 2023
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Seb Kennedy
19
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The winter that never was
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4
LNG’s canal conundrum
Feb 26
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Seb Kennedy
18
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LNG’s canal conundrum
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The TTF transparency gap
FREE POST: Inadequate data and lax regulation obfuscate what’s really driving EU gas prices
Jun 24
•
Seb Kennedy
16
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The TTF transparency gap
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Bursting the narrative bubble
Gas markets enter new bullish phase amid Golden Pass LNG debacle & OMV’s mysterious court ruling | EU LNG Chart Deck 13-24 May 2024
May 27
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Seb Kennedy
19
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Bursting the narrative bubble
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Russia goads Britain with Antarctic oil fable
DEEP DIVE: British Conservatives want to drill for oil in the South Pole. They are playing into Russia’s hands
May 20
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Seb Kennedy
12
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Russia goads Britain with Antarctic oil fable
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The Asian LNG glut is here
Widening gulf between LNG spot prices and oil-indexed contracts is squeezing sellers | EU LNG Chart Deck: 4-8 Mar 2024
Mar 11
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Seb Kennedy
12
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The Asian LNG glut is here
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Redefining 💥Energy Flux💥
A premium newsletter analysing global natural gas markets through the lens of Europe’s net-zero journey
Jan 25
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Seb Kennedy
11
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Redefining 💥Energy Flux💥
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Energy Flux
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