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Canary in the coalmine
DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry
Nov 4
•
Seb Kennedy
13
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Canary in the coalmine
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October 2024
Who let the bulls out?
Bullish revival in EU gas market leaves everyone scratching their heads | EU LNG Chart Deck: 28 October 2024
Oct 28
•
Seb Kennedy
11
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Who let the bulls out?
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Asia’s LNG bottleneck (part 2)
DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade
Oct 24
•
Seb Kennedy
12
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Asia’s LNG bottleneck (part 2)
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Asia’s LNG bottleneck (part 1)
DEEP DIVE: Will infrastructure constraints burst the Asian LNG demand growth narrative?
Oct 21
•
Seb Kennedy
14
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Asia’s LNG bottleneck (part 1)
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Madness at the margins
DEEP DIVE: For better or worse, marginal pricing of electricity is here to stay
Oct 7
•
Seb Kennedy
26
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Madness at the margins
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Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
Oct 1
•
Seb Kennedy
14
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Geopolitics turns bearish
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September 2024
The mask slips
TTF ‘flash crash’ exposes how algorithms & speculation are destabilising Europe’s gas market | EU LNG Chart Deck: 24 September 2024
Sep 25
•
Seb Kennedy
14
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The mask slips
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Value over volume
DEEP DIVE: Gas-fired power demand is crashing, but its system value is soaring
Sep 19
•
Seb Kennedy
19
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Value over volume
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Podcast // Draghi // E-FWD event
Modo Energy podcast // thoughts on the Draghi report // join me at E-FWD event in Edinburgh on Thursday
Sep 16
•
Seb Kennedy
15
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Podcast // Draghi // E-FWD event
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The unravelling begins
EU gas market teeters towards bearish flip, as physical and financial players liquidate positions | EU LNG Chart Deck: 9 September 2024
Sep 9
•
Seb Kennedy
15
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The unravelling begins
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Turning point?
Hedge funds are tempering bullish bets on European gas prices. Is this a momentary blip, or a change of direction? | EU LNG Chart Deck: 2 September 2024
Sep 2
•
Seb Kennedy
14
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Turning point?
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August 2024
The storage-speculation nexus
DEEP DIVE: Europe is holding vast amounts of natural gas in storage for longer periods. Is this stoking energy price volatility?
Aug 22
•
Seb Kennedy
16
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The storage-speculation nexus
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