UK-Norway gas trade: Time for a New Deal?
If we want to avoid populist parties weaponising energy prices we need to think differently, starting with trade relationships between the UK and Norway.
Latest
See no evil, hear no evil
From moral high ground to marked silence: the new US stance on Ukrainian corruption
US LNG eats itself
The American gas export boom risks becoming a victim of its own success. Can the waning shale sector pull off a production miracle?
‘Let’s get physical!’: Abaxx takes on JKM
Abaxx Exchange is betting that physical settlement can dethrone JKM as the global LNG price benchmark. The market isn’t so sure.
Arb to nowhere
CHART DECK: Moribund European gas market resurrects narrow Asian LNG premium
The Illusion of Power
🎧 VIDEO POD: Empty threats and new dependencies in a fragmented energy world
The invisible divide
REVEALED: How hedge funds secretly split Europe’s TTF gas market in two
Wrong at both ends
CHART DECK: The TTF curve is failing to price in both near-term bullish risks and more distant bearish realities
Arctic LNG 2: In from the cold?
DEEP DIVE: How China’s sanctions-busting imports and the EU’s Russian LNG ban complicate global trade flows
Moldova’s long road to energy independence
DEEP DIVE: Electoral victory for pro-EU government paves way for deeper integration with European energy markets
Beware complacency
CHART DECK: Fundamentals are increasingly bearish, but the market remains prone to shocks
The Shifting Sands of Gulf Security
DEEP DIVE: Decoding the Saudi–Pakistan Mutual Defence Pact
Gastech
Gastech 2025 presentation: Mapping the storage-speculation nexus
VIDEO PODCAST 🎧 Using regression analysis to dissect hedge fund positioning along the TTF forward curve
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 dive
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 💥
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?