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Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
Nov 25
•
Seb Kennedy
18
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Fever pitch
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Jedi mind trick
This is not the bearish gas market you are looking for | EU LNG Chart Deck: 20 November 2024
Nov 20
•
Seb Kennedy
11
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Jedi mind trick
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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
•
Seb Kennedy
11
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Who let the bulls out?
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The mask slips
TTF ‘flash crash’ exposes how algorithms & speculation are destabilising Europe’s gas market | EU LNG Chart Deck: 24 September 2024
Sep 25
•
Seb Kennedy
14
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The mask slips
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The unravelling begins
EU gas market teeters towards bearish flip, as physical and financial players liquidate positions | EU LNG Chart Deck: 9 September 2024
Sep 9
•
Seb Kennedy
15
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The unravelling begins
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Turning point?
Hedge funds are tempering bullish bets on European gas prices. Is this a momentary blip, or a change of direction? | EU LNG Chart Deck: 2 September 2024
Sep 2
•
Seb Kennedy
14
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Turning point?
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Out on a limb
European gas markets price in supply disruptions that might not happen. A steep correction is long overdue | EU LNG Chart Deck 5-9 August 2024
Aug 12
•
Seb Kennedy
14
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Out on a limb
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From risk premium to risk-off
Why WW3 would not be ‘bullish for gas’ | EU LNG Chart Deck 29 July-2 August 2024
Aug 6
•
Seb Kennedy
14
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From risk premium to risk-off
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This is not a free market
Financial manoeuvring and political machinations trump physical realities in gas price formation | EU LNG Chart Deck 13 May-14 June 2024
Jun 17
•
Seb Kennedy
17
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This is not a free market
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Bursting the narrative bubble
Gas markets enter new bullish phase amid Golden Pass LNG debacle & OMV’s mysterious court ruling | EU LNG Chart Deck 13-24 May 2024
May 27
•
Seb Kennedy
19
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Bursting the narrative bubble
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Gas bulls sweat it out
Searing temperatures in Asia and LNG supply disruptions buoy EU gas prices. But for how long? | EU LNG Chart Deck 29 Apr-10 May 2024
May 13
•
Seb Kennedy
13
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Gas bulls sweat it out
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Has EU LNG demand peaked?
Either way, demand will plateau just as global supply surges | EU LNG Chart Deck: 28 Mar-26 Apr 2024
Apr 29
•
Seb Kennedy
10
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Energy Flux
Has EU LNG demand peaked?
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