Hot take
America’s Suez moment
Trump’s hollow ‘victory’ is Iran’s greatest triumph — and a rupture with the old energy order
Chart Deck
Weaponising the fog of war
Markets can’t price what they can’t see. And right now, nobody can see anything.
The Energy Flux Podcast
Armageddon deferred?
🚨 EMERGENCY POD 🎧 Deciphering Trump's latest Iran TACO, and why the future of Middle East oil and LNG exports hinges on regime change in Tehran
Hot take
Lies, damned AIs, and oil prices
Algorithmic execution has created the perfect insider-trading machine
Deep Dives
Strategic shock in the Middle East
Iran, the Gulf, and the crisis of regional order
Hot take
Iran: US Energy Dominance laid bare
Trump’s war of choice is a bonanza for US LNG exporters, and a catastrophe for everyone else
Deep Dives
Venezuela’s Gas: The World’s Most Expensive Bonfire
As the world fixates on oil, Venezuela burns $1.4bn of gas — while sitting on an untouched methane empire that could redraw regional power
Deep Dives
Europe’s grotesque LNG dilemma
2026 OUTLOOK: The Old Continent’s LNG habit could soon be funding two illegal military interventions on its immediate peripheries
Hot take
Venezuela: what happens next?
Chaos looms after audacious decapitation of Maduro regime
The Energy Flux Podcast
Make Alaska Russian Again?!
VIDEO PODCAST 🎧 Dissecting the many layers of significance to today's Trump-Putin summit in Anchorage
Hot take
Geopolitical theatre (part 2)
HOT TAKE: The Transatlantic LNG deal is a ridiculous sham, and everyone knows it
That Friday feeling
Pexapark podcast, Iberian blackout culture war, US-Ukraine mineral deal, trade war thaw