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?
Latest
‘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 2025 presentation: Mapping the storage-speculation nexus
VIDEO PODCAST 🎧 Using regression analysis to dissect hedge fund positioning along the TTF forward curve
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?
Flux Exchange
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gas flaring
Torching value
DEEP DIVE: The $16 billion global gas flaring scandal — quantified, by country, for the first time