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New Year, old realities
Bullish habits die hard | EU LNG Chart Deck: 20 January 2025
Jan 20
•
Seb Kennedy
7
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New Year, old realities
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One for the road?
The 2024 bullish party in EU gas markets is not quite over, but an epic New Year hangover awaits | EU LNG Chart Deck: 31 December 2024
Dec 31, 2024
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Seb Kennedy
14
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One for the road?
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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, 2024
•
Seb Kennedy
18
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Energy Flux
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, 2024
•
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, 2024
•
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, 2024
•
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, 2024
•
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, 2024
•
Seb Kennedy
14
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Energy Flux
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, 2024
•
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, 2024
•
Seb Kennedy
14
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Energy Flux
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, 2024
•
Seb Kennedy
17
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Energy Flux
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, 2024
•
Seb Kennedy
19
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Energy Flux
Bursting the narrative bubble
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