The Energy Flux Podcast
Make Alaska Russian Again?!
VIDEO PODCAST 🎧 Dissecting the many layers of significance to today's Trump-Putin summit in Anchorage
Seb Kennedy
Seb is a specialist energy journalist, market analyst, and founder of Energy Flux. Seb produces data-driven analysis of gas price formation, LNG trade dynamics, hedge fund positioning, and the intersection of decarbonisation and geopolitics.
Hot take
Venture Global’s pyrrhic victory
HOT TAKE: Court ruling clarifies legal grey area, at the expense of long-term trust between buyers and sellers
Chart Deck
The boy who cried ‘bull’!
CHART DECK: Will anyone believe stern warnings of market tightness ever again?
Flux Exchange
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gas flaring
Torching value
DEEP DIVE: The $16 billion global gas flaring scandal — quantified, by country, for the first time
Hot take
Geopolitical theatre (part 2)
HOT TAKE: The Transatlantic LNG deal is a ridiculous sham, and everyone knows it
Chart Deck
In search of signal
TTF Risk Model sheds light on opaque summer EU gas market | Chart Deck: 24 July 2025
Flux Exchange
Introducing: Flux Exchange
A private members forum for honest debate & genuine market insights
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