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Germany bites the gas storage bullet
HOT TAKE: TTF surges above €50/MWh on Berlin’s new storage subsidy mechanism
 • 
Seb Kennedy
New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
 • 
Seb Kennedy
Gas, carbon, and the geopolitical web
PODCAST + DEEP DIVE: War, insecurity and runaway TTF speculation are complicating Europe’s energy transition
 • 
Seb Kennedy
Honest reflections on Energy Flux in 2024
PLUS: The ‘wild card’ for TTF in 2025
 • 
Seb Kennedy

December 2024

One for the road?
The 2024 bullish party in EU gas markets is not quite over, but an epic New Year hangover awaits | EU LNG Chart Deck: 31 December 2024
 • 
Seb Kennedy
Seven lessons from a wild year in EU energy markets
2024 IN REVIEW: Brace for the next plot twist in the ‘EU gas crisis’ story
 • 
Seb Kennedy
2
Everything must go!
DEEP DIVE: Europe is draining stored gas as fast as possible, while dialling down LNG imports. Why?
 • 
Seb Kennedy
2
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
 • 
Seb Kennedy
1

November 2024

Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
 • 
Seb Kennedy
On the Air
An evergreen list of my podcast, TV, and media appearances
 • 
Seb Kennedy
Jedi mind trick
This is not the bearish gas market you are looking for | EU LNG Chart Deck: 20 November 2024
 • 
Seb Kennedy
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?
 • 
Seb Kennedy
4
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