Interactive data models built by Energy Flux for Premium subscribers: live tools that put proprietary analysis in readers’ hands. Set the conditions and see what the historical data implies, or explore a decade of positioning and price dynamics in 3D. The TTF Risk Spine and Risk Cube are rebuilt after every Commitments of Traders print, Quantum Transits from each week’s Hormuz LNG crossings. Seasonal models, like the EU Gas Winter Stress Tester, are recalibrated each season. Explore them below 👇
Interactive data models · Premium only
Hover or tap to open. Clips are short screen recordings of each model in use.
Can Europe pay for it?
Set the plant’s cost, the return investors need and 2032 gas prices, and see which of its six offtakers could cover the cost of a cargo.
Open the model →What it costs to land LNG in Europe
British Columbia, Atlantic Canada and the US Gulf Coast, broken down cost by cost from the gas at source to the carbon permits on the voyage, against TTF futures.
Open the model →What’s in the VaR number
Investment funds’ TTF risk, split weekly into the three things that move it: position, price and volatility. Navigate a decade of risk data.
Open the model →Price × volatility × position = VaR
Every weekly fund position since 2019 in three dimensions, with the euro risk it carried as height. Rotate, zoom, isolate a year.
Open the model →Hormuz LNG priced into TTF
Set two fair values and read how much Hormuz LNG flow TTF is pricing in, against the laden cargoes actually leaving the Gulf.
Open the model →Set the winter, read the storage path
How bad could winter get? Set weather, LNG, wind, hydro and demand; the model reports what 2014–2026 data implies.
Open the model →LNG supply scenarios, month by month
Set reopening timelines, flow restoration and Qatar’s recovery against a global LNG project tracker, and read the supply impact.
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