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Honest reflections on Energy Flux in 2024
PLUS: The ‘wild card’ for TTF in 2025
 • 
Seb Kennedy
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
 • 
Seb Kennedy
Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
 • 
Seb Kennedy
On the Air
An evergreen list of my podcast, TV, and media appearances
 • 
Seb Kennedy
US LNG vs ‘America first’
DEEP DIVE: Can Trump maximise American gas exports without infuriating the MAGA crowd?
 • 
Seb Kennedy
4
Madness at the margins
DEEP DIVE: For better or worse, marginal pricing of electricity is here to stay
 • 
Seb Kennedy
2
The TTF transparency gap
FREE POST: Inadequate data and lax regulation obfuscate what’s really driving EU gas prices
 • 
Seb Kennedy
5
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
 • 
Seb Kennedy
Russia goads Britain with Antarctic oil fable
DEEP DIVE: British Conservatives want to drill for oil in the South Pole. They are playing into Russia’s hands
 • 
Seb Kennedy
1
The Asian LNG glut is here
Widening gulf between LNG spot prices and oil-indexed contracts is squeezing sellers | EU LNG Chart Deck: 4-8 Mar 2024
 • 
Seb Kennedy
2
Redefining 💥Energy Flux💥
A premium newsletter analysing global natural gas markets through the lens of Europe’s net-zero journey
 • 
Seb Kennedy
Russia’s stunted LNG coup
DEEP DIVE: Novatek has defied sanctions against Arctic LNG-2, but is the achievement merely symbolic?
 • 
Seb Kennedy
 and 
Zach Simon
9
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