The Energy Flux Podcast
Armageddon deferred?
🚨 EMERGENCY POD 🎧 Deciphering Trump's latest Iran TACO, and why the future of Middle East oil and LNG exports hinges on regime change in Tehran
Latest
Chart Deck
The Great Gas Risk Mispricing
Markets are failing to reflect compounding supply shortages and Iran conflict escalation risk
Hot takes
Lies, damned AIs, and oil prices
Algorithmic execution has created the perfect insider-trading machine
The Energy Flux Podcast
The Middle East energy war is spiralling out of control
🚨 EMERGENCY POD 🎧 Deciphering the wide-ranging implications of unprecedented strikes on energy installations in Iran and Qatar, and the prospect of uncontrolled military escalation
Deep Dives
Israel takes energy warfare to the next level
Strike on Iran’s giant South Pars gas field goes beyond military escalation. This is a structural supply shock with cascading consequences for oil, condensate, LNG and power that energy markets have barely begun to price.
Deep Dives
The Price of Vassalage
How Europe’s response to the Hormuz crisis is blunting the very tools it needs to escape import dependency
The Energy Flux Podcast
The Pain Factor
🎧 Why markets anticipate a long Hormuz closure
Chart Deck
Hormuz closure triggers record TTF liquidation
Gas and LNG prices surge, as the storage-speculation nexus lights up along the forward curve
Deep Dives
Strategic shock in the Middle East
Iran, the Gulf, and the crisis of regional order
Chart Deck
War in Iran convulses energy markets
Hormuz closure and Qatar LNG shut-in trigger extreme volatility in gas, LNG and freight charter rates. The outlook is dire, especially for Europe, but not unremittingly so.
Deep Dives
War profits, quantified
As Middle East regional war upends global gas markets, US LNG exporters and traders stand to pocket a multi-billion-dollar windfall
Hot takes
Iran: US Energy Dominance laid bare
Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else