Chart Deck
Bears tighten grip on TTF
EU gas bear market spells trouble for LNG exporters | Chart Deck — 4 Dec 2025
Seb Kennedy
Founding Editor, Energy Flux | Energy journalist | Gas & LNG market analyst
Chart Deck
Funds short TTF
Speculative capital prices in return of Russian gas to Europe, as global LNG glut deepens | Chart Deck — 27 Nov 2025
Chart Deck
Chart Deck — 21 Nov 2025
New downloadable slide deck in PDF and PPSX formats, for convenient offline viewing
Guest post
UK-Norway gas trade: Time for a New Deal?
If we want to avoid populist parties weaponising energy prices we need to think differently, starting with trade relationships between the UK and Norway.
Hot take
See no evil, hear no evil
From moral high ground to marked silence: the new US stance on Ukrainian corruption
Deep dive
US LNG eats itself
The American gas export boom risks becoming a victim of its own success. Can the waning shale sector pull off a production miracle?
Deep dive
‘Let’s get physical!’: Abaxx takes on JKM
Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.
Chart Deck
Arb to nowhere
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
Hot take
The Illusion of Power
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world
Deep dive
The invisible divide
REVEALED: How hedge funds secretly split Europe’s TTF gas market in two
TTF Risk Model
Wrong at both ends
CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities
Russian LNG
Arctic LNG 2: In from the cold?
DEEP DIVE: How China’s sanctions-busting imports and the EU’s Russian LNG ban complicate global trade flows