Podcast
🎧 A ceasefire in name only
Russia's agreement to stop bombarding Ukrainian energy infrastructure is purely tactical
Latest
EU LNG Chart Deck
Appearances can be deceiving
Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025
Podcast
🎧 Regulation vs. geopolitics: what's driving EU gas prices?
PLUS: US-Russia sanctions, LNG OPEC, Brent vs TTF pricing + more reader Q&As
Chart Deck
Burning the house down
Investment funds torch €8bn of EU gas futures in record TTF selloff | EU LNG Chart Deck: 6 March 2025
Podcast
🎧 A wild week in EU gas markets
PLUS: The correlation between TTF and Henry Hub
Chart Deck
The bear roars!
TTF selloff gains pace, but regulatory standoff sets the stage for a rebound | EU LNG Chart Deck: 27 February 2025
Hot takes
Dismantling the EU’s flawed equity LNG plan
HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment
Podcast
🎧 Europe is waking up to the TTF speculation problem
PLUS: The EU’s misguided US LNG investment plan & reader Q&A
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.
Podcast
🎧 Energy Flux: On Air 🎧
Relaunching the Energy Flux podcast