🎧 Europe is waking up to the TTF speculation problem

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Welcome back to Energy Flux: On Air, the interactive podcast that delves into world of European natural gas and global LNG markets.

The main story featured in this week’s show is:

• Italy calls for EU investigation into speculation on TTF inflating gas prices (Montel News, QualEnergia)

In response to reader questions, I discussed:

• The EU Commission’s draft plan to consider US LNG equity investments to ward off Trump trade war (Politico)
• The impact of Trump’s incoming 25% steel tariff on US LNG projects
• Outlook for prices during the LNG ‘glut’ and potential for demand response from Asian buyers
• The excess LNG problem: Japan’s LNG buyers are over-contracted (IEEFA)

I also referenced the following Energy Flux articles:

• Gas, carbon and the geopolitical web (link)
• Sizing up the LNG glut (part one and two)

Happy listening!

— Seb

P.S. If you want to ask a question or make a comment for the next episode, send me a message. I prioritise Q&A requests from paying subscribers 😇

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