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US LNG’s affordability crisis
DEEP DIVE: America is losing its competitive edge in the Asian LNG market
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Seb Kennedy
Sudzha burns 🔥
BREAKING: Drone strike on Russia’s last remaining direct EU gas export route eliminates role for energy in Ukraine peace talks
 • 
Seb Kennedy
🎧 A ceasefire in name only
Russia's agreement to stop bombarding Ukrainian energy infrastructure is purely tactical
 • 
Seb Kennedy
4
14:18
Appearances can be deceiving
Is the TTF selloff bottoming out? | EU LNG Chart Deck: 13 March 2025
 • 
Seb Kennedy
🎧 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
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Seb Kennedy
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
 • 
Seb Kennedy
🎧 A wild week in EU gas markets
PLUS: The correlation between TTF and Henry Hub
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Seb Kennedy
4
24:45

February 2025

The bear roars!
TTF selloff gains pace, but regulatory standoff sets the stage for a rebound | EU LNG Chart Deck: 27 February 2025
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Seb Kennedy
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
 • 
Seb Kennedy
🎧 Europe is waking up to the TTF speculation problem
PLUS: The EU’s misguided US LNG investment plan & reader Q&A
 • 
Seb Kennedy
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.
 • 
Seb Kennedy
Sell the rumour…
…buy the news? | EU LNG Chart Deck: 18 February 2025
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Seb Kennedy
1
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