Chart Deck
Sell the rumour…
…buy the news? | EU LNG Chart Deck: 18 February 2025
Latest
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
Newsletter
Honest reflections on Energy Flux in 2024
PLUS: The ‘wild card’ for TTF in 2025
Chart Deck
One for the road?
The 2024 bullish party in EU gas markets is not quite over, but an epic New Year hangover awaits | EU LNG Chart Deck: 31 December 2024