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 Dives
Everything must go!
DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?
Deep Dives
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
Chart Deck
Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
Chart Deck
Who let the bulls out?
Bullish revival in EU gas market leaves everyone scratching their heads | EU LNG Chart Deck: 28 October 2024
Deep Dives
Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
Chart Deck
The mask slips
TTF ‘flash crash’ exposes how algorithms & speculation are destabilising Europe’s gas market | EU LNG Chart Deck: 24 September 2024
Deep Dives
Value over volume
DEEP DIVE: Gas-fired power demand is crashing, but its system value is soaring
The Energy Flux Podcast
Podcast // Draghi // E-FWD event
Modo Energy podcast // thoughts on the Draghi report // join me at E-FWD event in Edinburgh on Thursday
Chart Deck
The unravelling begins
EU gas market teeters towards bearish flip, as physical and financial players liquidate positions | EU LNG Chart Deck: 9 September 2024
Chart Deck
Turning point?
Hedge funds are tempering bullish bets on European gas prices. Is this a momentary blip, or a change of direction? | EU LNG Chart Deck: 2 September 2024
Deep Dives
The storage-speculation nexus
DEEP DIVE: Europe is holding vast amounts of natural gas in storage for longer periods. Is this fuelling energy price volatility?