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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
www.energyflux.news
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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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June 2024
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
www.energyflux.news
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This is not a free market
Financial manoeuvring and political machinations trump physical realities in gas price formation | EU LNG Chart Deck 13 May-14 June 2024
Jun 17
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Seb Kennedy
16
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This is not a free market
www.energyflux.news
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Fighting gravity
DEEP DIVE: Hedge funds are inflating TTF futures prices in a fundamentally bearish EU gas market.
Jun 10
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Seb Kennedy
15
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Fighting gravity
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Funds versus fundamentals
DEEP DIVE: Hedge funds are inflating European natural gas prices, at consumers' expense
Jun 4
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Seb Kennedy
13
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Funds versus fundamentals
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May 2024
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
•
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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Gas bulls sweat it out
Searing temperatures in Asia and LNG supply disruptions buoy EU gas prices. But for how long? | EU LNG Chart Deck 29 Apr-10 May 2024
May 13
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Seb Kennedy
13
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Gas bulls sweat it out
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Data centres vs US LNG
DEEP DIVE: Could an AI-fuelled boom in gas demand threaten the economics of US LNG exports?
May 7
•
Seb Kennedy
12
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Data centres vs US LNG
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April 2024
Has EU LNG demand peaked?
Either way, demand will plateau just as global supply surges | EU LNG Chart Deck: 28 Mar-26 Apr 2024
Apr 29
•
Seb Kennedy
10
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Has EU LNG demand peaked?
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War, peace and energy in the land of fire
DISPATCH FROM BAKU: Can a ‘green corridor’ of energy trade heal deep wounds in the South Caucasus?
Apr 22
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Seb Kennedy
11
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War, peace and energy in the land of fire
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