Chart Deck
The shock absorber cracks
For 55 days, the war-shocked global LNG market has been balanced by Asian state buyers going without. One just said, enough is enough.
The Energy Flux Podcast
Groundhog Strait
🎧 US-Iran ceasefire extended, Hormuz still closed to LNG. Could the Strait dominate the US midterms? We created three new LNG supply scenarios to find out.
Chart Deck
A market at war with itself
Does the mispricing thesis still hold water? Either the data is wrong, or the market is.
Deep Dives
War vs. Glut: The Great LNG Reckoning
War shut in one of the world’s most critical export arteries. The long-promised supply wave is finally arriving. Which force wins, when, and by how much? Our new scenario data model brings clarity to the confusion.
Hot take
America’s Suez moment
Trump’s hollow ‘victory’ is Iran’s greatest triumph — and a rupture with the old energy order
Deep Dives
Easter Escalation
Iran war spirals, Hormuz stays shut to LNG, and gas markets still aren’t paying attention
Chart Deck
The Great Gas Risk Mispricing
Markets are failing to reflect compounding supply shortages and Iran conflict escalation risk
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.
Hot take
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
Deep Dives
Strategic shock in the Middle East
Iran, the Gulf, and the crisis of regional order