Gastech
Gastech 2025 presentation: Mapping the storage-speculation nexus
VIDEO PODCAST 🎧 Using regression analysis to dissect hedge fund positioning along the TTF forward curve
Chart Deck
Decorrelation!
TTF breaks from the script. Does this alter the winter outlook?
Chart Deck
In search of signal
TTF Risk Model sheds light on opaque summer EU gas market | Chart Deck: 24 July 2025
Chart Deck
TTF Risk Model v2.0
New and improved modelling cuts through the noise to give a clearer view of shifts in risk pricing
Chart Deck
Geopolitical theatre
TTF bull trap turns investment funds into bag holders | EU LNG Chart Deck: 26 June 2025
Chart Deck
Whiplash!
TTF turns on a dime, but is risk being priced properly? | EU LNG Chart Deck: 20 June 2025
Deep Dives
The storage-speculation nexus (part 3)
DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
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
Chart Deck
Burning the house down
Investment funds torch €8bn of EU gas futures in record TTF selloff | EU LNG Chart Deck: 6 March 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
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Newsletter
Honest reflections on Energy Flux in 2024
PLUS: The ‘wild card’ for TTF in 2025