The Energy Flux Podcast
Countdown to the Commodities Crunch
π§ The looming macroeconomic shock, ballooning winter risk for EU gas markets, demand destruction & post-Hormuz narrative whipsaw
Unscripted, data-driven commentary on the forces reshaping global energy markets. Each episode unpacks the original analysis behind Energy Flux coverage β connecting the dots between price signals, policy failures, geopolitical risk and market structure. No panels, no platitudes. Just straight talk on the issues that define where energy markets are heading and why. Check out the latest episodes π
The Energy Flux Podcast
π§ The looming macroeconomic shock, ballooning winter risk for EU gas markets, demand destruction & post-Hormuz narrative whipsaw
The Energy Flux Podcast
π§ 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.
The Energy Flux Podcast
π¨ EMERGENCY POD π§ Deciphering Trump's latest Iran TACO, and why the future of Middle East oil and LNG exports hinges on regime change in Tehran
The Energy Flux Podcast
π¨ EMERGENCY POD π§ Deciphering the wide-ranging implications of unprecedented strikes on energy installations in Iran and Qatar, and the prospect of uncontrolled military escalation
The Energy Flux Podcast
π§ Why markets anticipate a long Hormuz closure
The Energy Flux Podcast
How natural gas prices dictate the pace of energy transition
Hot take
π§ VIDEO POD: Empty threats and new dependencies in a fragmented energy world
Gastech
VIDEO PODCAST π§ Using regression analysis to dissect hedge fund positioning along the TTF forward curve
The Energy Flux Podcast
VIDEO PODCAST π§ Reflections from the exhibition floor of the world's biggest gas conference
The Energy Flux Podcast
VIDEO PODCAST π§ Dissecting the many layers of significance to today's Trump-Putin summit in Anchorage
The Energy Flux Podcast
Listen now | NS2 AG gets legal stay of execution hours after EU floats Russian gas ban
Pexapark podcast, Iberian blackout culture war, US-Ukraine mineral deal, trade war thaw