Archive - Energy Flux

November 2024

Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024

Nov 25 •

An evergreen list of podcast, TV, and media appearances

Nov 21 •

Jedi mind trick

This is not the bearish gas market you are looking for | EU LNG Chart Deck: 20 November 2024

Nov 20 •

US LNG vs ‘America first’

DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?

Nov 13 •

Canary in the coalmine

DEEP DIVE: An autopsy of LNG freight rates reveals a wider malaise facing the industry

Nov 4 •

October 2024

Who let the bulls out?

Bullish revival in EU gas market leaves everyone scratching their heads | EU LNG Chart Deck: 28 October 2024

Oct 28 •

Asia’s LNG bottleneck (part 2)

DEEP DIVE: Infrastructure constraints threaten to rain on the Asian LNG parade

Oct 24 •

Asia’s LNG bottleneck (part 1)

DEEP DIVE: Will infrastructure constraints burst the Asian LNG demand growth narrative?

Oct 21 •

Madness at the margins

DEEP DIVE: For better or worse, marginal pricing of electricity is here to stay

Oct 7 •

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