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35:39
🎧 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
6 hrs ago
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Seb Kennedy
11
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The big squeeze
DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures
Apr 24
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Seb Kennedy
14
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Energy Flux
The big squeeze
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Phase shift
Bearish market reality bites, accelerating the onset of a new pricing regime | EU LNG Chart Deck: 17 April 2025
Apr 17
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Seb Kennedy
16
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Phase shift
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2
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
Apr 14
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Seb Kennedy
12
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The unstoppable tragedy of Mozambique LNG
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2
Chaos theory
HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
Apr 9
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Seb Kennedy
21
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Chaos theory
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Sizing up the LNG glut (part 1)
Jan 27
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Seb Kennedy
27
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Sizing up the LNG glut (part 1)
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Chaos theory
Apr 9
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Seb Kennedy
21
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Chaos theory
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Sizing up the LNG glut (part 2)
Feb 10
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Seb Kennedy
18
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Sizing up the LNG glut (part 2)
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Renewables are crushing gas-fired power
Aug 1, 2024
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Seb Kennedy
21
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Renewables are crushing gas-fired power
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1
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Trump slump
Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2024
Apr 7
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Seb Kennedy
13
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Trump slump
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Gas attack: Inside Russia’s new strategy to break Ukraine
DEEP DIVE: Amidst the turmoil of ceasefire talks, Ukraine faces a grim supply picture for next winter – and an even harsher economic reality that poses…
Mar 27
•
Zach Simon
12
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Gas attack: Inside Russia’s new strategy to break Ukraine
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2
US LNG’s affordability crisis
DEEP DIVE: America is losing its competitive edge in the Asian LNG market
Mar 24
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Seb Kennedy
15
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US LNG’s affordability crisis
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Sudzha burns 🔥
BREAKING: Drone strike on Russia’s last remaining direct EU gas export route eliminates role for energy in Ukraine peace talks
Mar 21
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Seb Kennedy
19
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Sudzha burns 🔥
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🎧 A ceasefire in name only
Russia's agreement to stop bombarding Ukrainian energy infrastructure is purely tactical
Mar 19
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Seb Kennedy
12
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4
14:18
Appearances can be deceiving
Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025
Mar 13
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Seb Kennedy
11
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Appearances can be deceiving
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🎧 Regulation vs. geopolitics: what's driving EU gas prices?
Listen now | PLUS: US-Russia sanctions, LNG OPEC, Brent vs TTF pricing + more reader Q&As
Mar 10
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Seb Kennedy
16
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Energy Flux
Analysing global natural gas markets through the lens of Europe’s energy transition.
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