Newsletter
Honest reflections on Energy Flux in 2024
PLUS: The ‘wild card’ for TTF in 2025
TTF
Deep dive
The storage-speculation nexus (part 2)
DEEP DIVE: Data analysis reveals how hedge funds are positioned to exploit lax regulation and profit from EU gas storage targets
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
Chart Deck
Jedi mind trick
This is not the bearish gas market you are looking for | EU LNG Chart Deck: 20 November 2024
Deep dive
Geopolitics turns bearish
DEEP DIVE: EU gas bulls are charging towards a big Russian bear
Chart Deck
The mask slips
TTF ‘flash crash’ exposes how algorithms & speculation are destabilising Europe’s gas market | EU LNG Chart Deck: 24 September 2024
Chart Deck
Turning point?
Hedge funds are tempering bullish bets on European gas prices. Is this a momentary blip, or a change of direction? | EU LNG Chart Deck: 2 September 2024
Deep dive
The storage-speculation nexus
DEEP DIVE: Europe is holding vast amounts of natural gas in storage for longer periods. Is this fuelling energy price volatility?
Hot take
Pump up the volume!
Hedge funds boosted bullish bets as EU gas prices hit new 2024 highs
Chart Deck
Out on a limb
European gas markets price in supply disruptions that might not happen. A steep correction is long overdue | EU LNG Chart Deck 5-9 August 2024
Deep dive
Drowning in liquidity
DEEP DIVE: Too much of a good thing can be volatile
Breaking news
EU watchdog wakes up to TTF speculation
BREAKING: Market regulator ‘lowers’ position limits on Dutch TTF trades — but not everything is as it seems