Gastech
Gastech 2025 presentation: Mapping the storage-speculation nexus
VIDEO PODCAST 🎧 Using regression analysis to dissect hedge fund positioning along the TTF forward curve
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.
The Energy Flux Podcast
Gastech 2025 walk & talk
VIDEO PODCAST 🎧 Reflections from the exhibition floor of the world's biggest gas conference
Gastech
Gastech 2025: Peak LNG hubris
HOT TAKE: Dealmaking frenzy and reality denial reign supreme in Milan
Deep Dives
Aramco slow-walks LNG expansion
DEEP DIVE: Saudi NOC has little to show for a decade of sniffing around big-ticket investments
Chart Deck
Decorrelation!
TTF breaks from the script. Does this alter the winter outlook?
geopolitics
PoS2: It’s not about the gas
HOT TAKE: Power of Siberia 2 sends a clear signal of geopolitical intent
Chart Deck
When the dam breaks
CHART DECK: It never rains gas, but it pours LNG
Gastech
You’re invited: Energy Flux drinks reception in Milan
Exclusive rendezvous for premium readers — RSVP
Conference
See you at Gastech 2025!
💥 Don't miss the Energy Flux presentation and Q&A in the Emerging Gas Price Trends session on Wednesday 10th September 💥
The Energy Flux Podcast
Make Alaska Russian Again?!
VIDEO PODCAST 🎧 Dissecting the many layers of significance to today's Trump-Putin summit in Anchorage
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?