Welcome back to Energy Flux: On Air, the interactive podcast that delves into the world of European natural gas and global LNG markets.
The big story of the week was the wild rollercoaster on Dutch TTF, the European benchmark. I dig into what caused the epic price swings, drawing on my analysis from Thursday’s subscriber-only EU LNG Chart Deck.
In response to a reader question, I also discussed the correlation between TTF and Henry Hub — the benchmark for natural gas in North America — and how this is evolving with the unstoppable rise of US LNG.
Don’t forget to send me your questions, comments and observations for the next episode. I read everything, and love hearing from listeners. Just hit reply to any email, drop a line in one of the Chat Threads, or send me a direct message.
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Happy listening!
— Seb
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