geopolitics - 💥 Energy Flux 💥

Newsletter

Back to Baku

Reporting from Baku Energy Week, and a press trip out to Oil Rocks - one of the weirdest places in the energy world

EU LNG Chart Deck

Counterweight

TTF price upsurge must contend with demand flexibility and brimming global LNG supplies | EU LNG Chart Deck: 22 May 2025 Speculative investment funds are out on the prowl in the EU gas market again, buying up TTF gas futures like it’s 2021. This is no surprise, the pattern is

Deep dive

The Merz mandate

DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth

Podcast

🎧 Nord Stream 2: the plot thickens!

Listen now | NS2 AG gets legal stay of execution hours after EU floats Russian gas ban

Deep dive

The storage-speculation nexus (part 3)

DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction

Deep dive

The unstoppable tragedy of Mozambique LNG

DEEP DIVE: Neither Trump nor Mozambique can afford *not* to build this $20 billion megaproject — human rights abuses be damned

Deep dive

Gas attack: Inside Russia’s new strategy to break Ukraine

DEEP DIVE: Amidst the turmoil of ceasefire talks, Ukraine faces a grim supply picture for next winter – and an even harsher economic reality that poses existential risks to the government in Kyiv