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Golden hour for gas-fired power
DEEP DIVE: Falling costs put gas ahead of coal in the merit order. Could electrification sustain this trend?
Mar 25
•
Seb Kennedy
13
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Golden hour for gas-fired power
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Japan’s LNG surplus adds to Asian glut
Utilities must resell more volumes at the worst possible moment
Mar 18
•
Seb Kennedy
5
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Japan’s LNG surplus adds to Asian glut
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The Asian LNG glut is here
Widening gulf between LNG spot prices and oil-indexed contracts is squeezing sellers | EU LNG Chart Deck: 4-8 Mar 2024
Mar 11
•
Seb Kennedy
9
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The Asian LNG glut is here
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Gas flood sinks canal crisis
Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024
Mar 4
•
Seb Kennedy
12
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Gas flood sinks canal crisis
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February 2024
LNG’s canal conundrum
DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse
Feb 26
•
Seb Kennedy
17
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LNG’s canal conundrum
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The Panama paradox
Canal drought leaves US LNG exporters facing tricky choices | EU LNG Chart Deck: 5-16 Feb 2024
Feb 19
•
Seb Kennedy
12
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The Panama paradox
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The cost of geopolitics
DEEP DIVE: Red Sea shipping crisis reshapes the economics of LNG trade
Feb 12
•
Seb Kennedy
15
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The cost of geopolitics
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Pause for the cause
Global gas markets shrug at Biden’s US LNG 'pause' | EU LNG Chart Deck: 29 Dec 2023-2 Feb 2024
Feb 5
•
Seb Kennedy
10
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Pause for the cause
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January 2024
Redefining 💥Energy Flux💥
A premium newsletter analysing global natural gas markets through the lens of Europe’s net-zero journey
Jan 25
•
Seb Kennedy
9
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Redefining 💥Energy Flux💥
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What might global LNG trade look like in 2024?
The outlook is bearish, but the only certainty is uncertainty | EU LNG chart deck: 11-29 Dec 2023
Jan 2
•
Seb Kennedy
19
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What might global LNG trade look like in 2024?
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December 2023
2023 in review
And a look ahead to next year in Energy Flux
Dec 26, 2023
•
Seb Kennedy
32
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2023 in review
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Russia’s stunted LNG coup
DEEP DIVE: Novatek has defied sanctions against Arctic LNG-2, but is the achievement merely symbolic?
Dec 20, 2023
•
Seb Kennedy
and
Zach Simon
14
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Russia’s stunted LNG coup
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