Deep dive
The storage-speculation nexus (part 3)
DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
Seb Kennedy
Founding Editor, Energy Flux | Energy journalist | Gas & LNG market analyst
Newsletter
That Friday feeling
Pexapark podcast, Iberian blackout culture war, US-Ukraine mineral deal, trade war thaw
Podcast
🎧 Fickle trade war takes its toll on LNG demand
PLUS: Listener Q&A on TTF price outlook, US LNG risks, and Jeff Currie's The New Joule Order
Deep dive
The big squeeze
DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures
EU LNG Chart Deck
Phase shift
Bearish market reality bites, accelerating the onset of a new pricing regime | EU LNG Chart Deck: 17 April 2025
Deep dive
The unstoppable tragedy of Mozambique LNG
DEEP DIVE: Neither Trump nor Mozambique can afford *not* to build this $20 billion megaproject — human rights abuses be damned
Hot take
Chaos theory
HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
EU LNG Chart Deck
Trump slump
Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2025
Deep dive
US LNG’s affordability crisis
DEEP DIVE: America is losing its competitive edge in the Asian LNG market
Breaking news
Sudzha burns 🔥
BREAKING: Drone strike on Russia’s last remaining direct EU gas export route all but eliminates role for energy in Ukraine peace talks
Podcast
🎧 A ceasefire in name only
Russia's agreement to stop bombarding Ukrainian energy infrastructure is purely tactical
EU LNG Chart Deck
Appearances can be deceiving
Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025