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Gas attack: Inside Russia’s new strategy to break Ukraine
DEEP DIVE: Amidst the turmoil of ceasefire talks, Ukraine faces a grim supply picture for next winter – and an even harsher economic reality that poses…
Mar 27
•
Zach Simon
12
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Gas attack: Inside Russia’s new strategy to break Ukraine
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2
US LNG’s affordability crisis
DEEP DIVE: America is losing its competitive edge in the Asian LNG market
Mar 24
•
Seb Kennedy
15
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US LNG’s affordability crisis
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Sudzha burns 🔥
BREAKING: Drone strike on Russia’s last remaining direct EU gas export route eliminates role for energy in Ukraine peace talks
Mar 21
•
Seb Kennedy
18
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Sudzha burns 🔥
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14:18
🎧 A ceasefire in name only
Russia's agreement to stop bombarding Ukrainian energy infrastructure is purely tactical
Mar 19
•
Seb Kennedy
12
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4
Appearances can be deceiving
Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025
Mar 13
•
Seb Kennedy
11
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Appearances can be deceiving
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Sizing up the LNG glut (part 1)
Jan 27
•
Seb Kennedy
27
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Sizing up the LNG glut (part 1)
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Sizing up the LNG glut (part 2)
Feb 10
•
Seb Kennedy
18
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Sizing up the LNG glut (part 2)
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The storage-speculation nexus (part 2)
Dec 4, 2024
•
Seb Kennedy
18
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The storage-speculation nexus (part 2)
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1
Renewables are crushing gas-fired power
Aug 1, 2024
•
Seb Kennedy
20
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Renewables are crushing gas-fired power
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1
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🎧 Regulation vs. geopolitics: what's driving EU gas prices?
Listen now | PLUS: US-Russia sanctions, LNG OPEC, Brent vs TTF pricing + more reader Q&As
Mar 10
•
Seb Kennedy
16
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3
47:41
Burning the house down
Investment funds torch €8bn of EU gas futures in record TTF selloff | EU LNG Chart Deck: 6 March 2025
Mar 6
•
Seb Kennedy
14
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Burning the house down
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🎧 A wild week in EU gas markets
PLUS: The correlation between TTF and Henry Hub
Mar 1
•
Seb Kennedy
17
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4
24:45
The bear roars!
TTF selloff gains pace, but regulatory standoff sets the stage for a rebound | EU LNG Chart Deck: 27 February 2025
Feb 27
•
Seb Kennedy
12
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The bear roars!
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Dismantling the EU’s flawed equity LNG plan
HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment
Feb 24
•
Seb Kennedy
18
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Dismantling the EU’s flawed equity LNG plan
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🎧 Europe is waking up to the TTF speculation problem
PLUS: The EU’s misguided US LNG investment plan & reader Q&A
Feb 22
•
Seb Kennedy
15
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34:31
TTF selloff: tactical pause?
HOT TAKE: Hedge funds liquidate big chunk of TTF long position, but this is not a structural reversal — yet.
Feb 20
•
Seb Kennedy
14
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TTF selloff: tactical pause?
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Energy Flux
Analysing global natural gas markets through the lens of Europe’s energy transition.
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