Free posts
New! Tiered subscriptions + 7-day free trial for all plans
More choice. Same sharp insight. Now with a free trial.
Free posts
Hot take
Don’t forget the macro!
HOT TAKE: Oil and gas prices will surge on Monday’s market open. But this won’t mark a structural shift.
Newsletter
That Friday feeling
Pexapark podcast, Iberian blackout culture war, US-Ukraine mineral deal, trade war thaw
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
Podcast
🎧 Energy Flux: On Air 🎧
Relaunching the Energy Flux podcast
Newsletter
The future growth of LNG
PODCAST: Redefining Energy. AND: Freight rates, tariffs, EU gas storage regs
Hot takes
Germany bites the gas storage bullet
HOT TAKE: TTF surges above €50/MWh on Berlin’s new storage subsidy mechanism
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
On the Air
An evergreen list of my podcast, TV, and media appearances
Deep dive
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?
Newsletter
Madness at the margins
DEEP DIVE: For better or worse, marginal pricing of electricity is here to stay