The Energy Flux Podcast
🎧 Europe is waking up to the TTF speculation problem
PLUS: The EU’s misguided US LNG investment plan & reader Q&A
Latest
Hot takes
TTF selloff: tactical pause?
HOT TAKE: Hedge funds liquidate big chunk of TTF long position, but this is not a structural reversal — yet
Chart Deck
Sell the rumour…
…buy the news? | EU LNG Chart Deck: 18 February 2025
Hot takes
Regulatory schizophrenia
HOT TAKE: EU mulls relaxation of gas refilling targets, as industry rejects THE’s restocking subsidy folly. But price cap revival muddies waters.
The Energy Flux Podcast
🎧 The Energy Flux podcast 🎧
Relaunching the Energy Flux podcast
Deep Dives
Sizing up the LNG glut (part 2)
DEEP DIVE: The future of energy ain’t what it used to be
Newsletter
The future growth of LNG
PODCAST: Redefining Energy. AND: Freight rates, tariffs, EU gas storage regs
Breaking news
LNG shipping rates ‘go negative’
BREAKING: Acute oversupply renders old tonnage less than worthless
Deep Dives
Sizing up the LNG glut (part 1)
DEEP DIVE: When will the global LNG market tip into oversupply? And what might the transition to a new pricing regime look like?
Hot takes
Germany bites the gas storage bullet
HOT TAKE: TTF surges above €50/MWh on Berlin’s new storage subsidy mechanism
Chart Deck
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Deep Dives
Gas, carbon, and the geopolitical web
PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition