Moore’s law doesn’t apply to renewables
Positive feedback loops won’t propel wind and solar down the cost curve indefinitely, study warns
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APLNG’s billion-dollar price cut
HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction
Counterweight
TTF price upsurge must contend with demand flexibility and brimming global LNG supplies | EU LNG Chart Deck: 22 May 2025 Speculative investment funds are out on the prowl in the EU gas market again, buying up TTF gas futures like it’s 2021. This is no surprise, the pattern is
Important update: Energy Flux has moved!
Big news: Energy Flux has switched platform providers, moving from Substack to Ghost 😮 This change allows me to improve and expand the newsletter’s overall value proposition — delivering a richer experience, sharper analysis, and more utility for you. Most importantly: You don’t need to do anything to keep receiving
The Merz mandate
DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth