EU LNG 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
Europe
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
EU LNG 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.
Breaking news
LNG shipping rates ‘go negative’
BREAKING: Acute oversupply renders old tonnage less than worthless
Hot takes
Germany bites the gas storage bullet
HOT TAKE: TTF surges above €50/MWh on Berlin’s new storage subsidy mechanism
Deep dive
Gas, carbon, and the geopolitical web
PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition
Newsletter
Honest reflections on Energy Flux in 2024
PLUS: The ‘wild card’ for TTF in 2025
EU LNG Chart Deck
One for the road?
The 2024 bullish party in EU gas markets is not quite over, but an epic New Year hangover awaits | EU LNG Chart Deck: 31 December 2024
Newsletter
Seven lessons from a wild year in EU energy markets
2024 IN REVIEW: Brace for the next plot twist in the ‘EU gas crisis’ story
Deep dive
Everything must go!
DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?
Deep dive
The storage-speculation nexus (part 2)
DEEP DIVE: Data analysis reveals how hedge funds are positioned to exploit lax regulation and profit from EU gas storage targets