The Energy Flux Podcast
🎧 Fickle trade war takes its toll on LNG demand
PLUS: Listener Q&A on TTF price outlook, US LNG risks, and Jeff Currie's The New Joule Order
Chart Deck
Phase shift
Bearish market reality bites, accelerating the onset of a new pricing regime | EU LNG Chart Deck: 17 April 2025
Deep Dives
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
Hot take
Chaos theory
HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
Chart Deck
Trump slump
Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2025
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
Chart Deck
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Deep Dives
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?