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.
Remember, you can also listen to the podcast on your favourite platform:
Happy listening!
— Seb
More from Energy Flux:
The bear roars!
TTF selloff gains pace, but regulatory standoff sets the stage for a rebound | EU LNG Chart Deck: 27 February 2025
Regulatory schizophrenia
The European Union’s regulatory machinery, ever-slow to course correct, may finally be lurching towards something resembling sense.
🎧 Europe is waking up to the TTF speculation problem
Welcome back to Energy Flux: On Air, the interactive podcast that delves into world of European natural gas and global LNG markets.
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