Archive - Energy Flux

🎧 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

Apr 28 •

35:39

The big squeeze

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

Apr 24 •

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

Apr 17 •

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 •

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

Apr 9 •

Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2024

Apr 7 •

March 2025

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 •

US LNG’s affordability crisis

DEEP DIVE: America is losing its competitive edge in the Asian LNG market

Mar 24 •

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 •

🎧 A ceasefire in name only

Russia's agreement to stop bombarding Ukrainian energy infrastructure is purely tactical

Mar 19 •

14:18

Appearances can be deceiving

Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025

Mar 13 •

🎧 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 •

47:41

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