Critical conversations about the role of natural gas and LNG in rapidly changing energy markets, told through the lens of Europe’s net-zero journey. Newsletter sign-up: www.EnergyFlux.news
Publishes | Monthly | Episodes | 10 | Founded | 8 months ago |
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Number of Listeners | Category | Business |
In today's episode, Energy Flux founding editor Seb Kennedy runs through the paper he presented at the recent Gastech 2025 conference in Milan.
The title of the paper is Mapping the Storage-Speculation Nexus: Hedge fund positioning and the TTF forwa... more
Energy Flux founding editor Seb Kennedy tours the Gastech exhibition while reflecting on the main themes from the four-day conference.
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Summary
In this episode of the Energy... more
The Trump–Putin summit in Alaska is set to be a geopolitical circus — and in this episode of the Energy Flux: On Air podcast, I unpack what’s at stake, who stands to gain, and why parts of Europe should be paying close attention.
I cover:
* Why som... more
The day after the European Commission proposed an outright ban on Russian gas in the EU, a Swiss court threw a lifeline to Nord Stream 2.
The ruling opens the door to a potential revival of the defunct Russia-Germany gas pipeline that was half destr... more
The US-China trade war has rewritten the macroeconomic outlook for 2025, and with it the global demand picture for liquefied natural gas (LNG).
Swingeing import tariffs could be lifted just as quickly as they were introduced. However, even a swift r... more
Energy markets are digesting last night’s breaking news that Russia has agreed to a 30-day temporary ceasefire in Ukraine.
The ceasefire is limited to energy infrastructure only, meaning Russian forces can continue their military advancements into U... more
This week’s episode of Energy Flux: On Air is all about the resurgence of geopolitics, rather than regulation, as the primary driving force behind EU natural gas markets.
Don’t get me wrong, regulatory risk has not evaporated — far from it.
After t... more
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... more
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Conversations focus on the evolving dynamics of natural gas and liquefied natural gas (LNG) within the backdrop of Europe's journey towards net-zero emissions. The discussion often navigates through the challenges posed by geopolitical tensions, regulatory changes, and market volatility impacting energy supply chains. Each episode features in-depth analyses of current events, shedding light on how market speculation and political decisions intertwine and shape the future of energy markets, particularly in Europe. Moreover, the host reveals insights into the implications of energy regulations and strategies that stakeholders might employ to respond to ever-changing conditions in the global energy landscape.
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