Archive - Energy Flux

🎧 Europe is waking up to the TTF speculation problem

PLUS: The EU’s misguided US LNG investment plan & reader Q&A

19 hrs ago •

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 •

Sell the rumour…

…buy the news? | EU LNG Chart Deck: 18 February 2025

Feb 18 •

Regulatory schizophrenia

HOT TAKE: EU mulls relaxation of gas refilling targets, as industry rejects THE’s restocking subsidy folly. But price cap revival muddies waters.

Feb 13 •

🎧 Energy Flux: On Air 🎧

Relaunching the Energy Flux podcast

Feb 11 •

11:05

Sizing up the LNG glut (part 2)

DEEP DIVE: The future of energy ain’t what it used to be

Feb 10 •

The future growth of LNG

PODCAST: Redefining Energy. PLUS: Freight rates, tariffs, US LNG

Feb 6 •

January 2025

LNG shipping rates ‘go negative’

BREAKING: Acute oversupply renders old tonnage less than worthless

Jan 29 •

Join the Energy Flux subscriber chat

A discreet space for avid readers to converse and connect

Jan 28 •

Sizing up the LNG glut (part 1)

DEEP DIVE: When will the LNG market tip into oversupply? And what might the transition to a new global gas pricing regime look like?

Jan 27 •

Germany bites the gas storage bullet

HOT TAKE: TTF surges above €50/MWh on Berlin’s new storage subsidy mechanism

Jan 22 •

New Year, old realities

Bullish habits die hard | EU LNG Chart Deck: 20 January 2025

Jan 20 •

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