Welcome back to Energy Flux: On Air, the interactive podcast that delves into world of European natural gas and global LNG markets.
The main story featured in this week’s show is:
Italy calls for EU investigation into speculation on TTF inflating gas prices (Montel News, QualEnergia)
In response to reader questions, I discussed:
The EU Commission’s draft plan to consider US LNG equity investments to ward off Trump trade war (Politico)
The impact of Trump’s incoming 25% steel tariff on US LNG projects
Outlook for prices during the LNG ‘glut’ and potential for demand response from Asian buyers
The excess LNG problem: Japan’s LNG buyers are over-contracted (IEEFA)
I also referenced the following Energy Flux articles:
Happy listening!
— Seb
P.S. If you want to ask a question or make a comment for the next episode, send me a message. I prioritise Q&A requests from paying subscribers 😇
More from Energy Flux:
TTF selloff: tactical pause?
Investment funds liquidated a sizeable chunk of their gargantuan net long position in European gas futures last week, as the front TTF month contract crashed by 12% across three hectic trading sessions.
Regulatory schizophrenia
HOT TAKE: EU mulls relaxation of gas refilling targets, as industry rejects THE’s restocking subsidy folly. But price cap revival muddies waters.
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