Flux Exchange
Introducing: Flux Exchange
A private members forum for honest debate & genuine market insights
Seb Kennedy
Founding Editor, Energy Flux | Energy journalist | Gas & LNG market analyst
Chart Deck
TTF Risk Model v2.0
New and improved modelling cuts through the noise to give a clearer view of shifts in risk pricing
Deep Dives
Pain threshold
DEEP DIVE: How low must LNG prices go to unlock Asian demand?
Chart Deck
Geopolitical theatre
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
Chart Deck
Whiplash!
TTF turns on a dime, but is risk being priced properly? | EU LNG Chart Deck: 20 June 2025
Free posts
New! Tiered subscriptions + 7-day free trial for all plans
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Deep Dives
The view from Baku
EXCLUSIVE: SOCAR interview Q&A + multimedia report from Baku Energy Week
Deep Dives
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
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