Deep dive
Pain threshold
DEEP DIVE: How low must LNG prices go to unlock Asian demand?
Seb Kennedy
Founding Editor, Energy Flux | Energy journalist | Gas & LNG market analyst
EU LNG Chart Deck
Geopolitical theatre
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
EU LNG Chart Deck
Whiplash!
TTF turns on a dime, but is risk being priced properly? | EU LNG Chart Deck: 20 June 2025
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Deep dive
The view from Baku
EXCLUSIVE: SOCAR interview Q&A + multimedia report from Baku Energy Week
Deep dive
SOCAR: ‘Our customers are behind a glass wall’
EXCLUSIVE: Deputy VP Vitaliy Baylarbayov talks TTF, hydrogen, gas transit tariffs, and more...
Breaking news
Ukraine wants to frack its way to victory
EXCLUSIVE: Kyiv is hunting for foreign cash and technology to unleash an American-style shale gas revolution
Newsletter
Back to Baku
Reporting from Baku Energy Week, and a press trip out to Oil Rocks - one of the weirdest places in the energy world
Hot take
APLNG’s billion-dollar price cut
HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction
EU LNG Chart Deck
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
Energy Flux
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
Podcast
🎧 Nord Stream 2: the plot thickens!
Listen now | NS2 AG gets legal stay of execution hours after EU floats Russian gas ban