The Energy Flux Podcast
🎧 Regulation vs. geopolitics: what's driving EU gas prices?
PLUS: US-Russia sanctions, LNG OPEC, Brent vs TTF pricing + more reader Q&As
The Energy Flux Podcast
🎧 Europe is waking up to the TTF speculation problem
PLUS: The EU’s misguided US LNG investment plan & reader Q&A
Chart Deck
Sell the rumour…
…buy the news? | EU LNG Chart Deck: 18 February 2025
Deep Dives
Sizing up the LNG glut (part 2)
DEEP DIVE: The future of energy ain’t what it used to be
Chart Deck
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Deep Dives
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
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
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
Deep Dives
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?
Deep Dives
Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
Hot take
Pump up the volume!
Hedge funds boosted bullish bets as EU gas prices hit new 2024 highs