Episodi
-
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 the epic price swings, drawing on my analysis from Thursday’s subscriber-only EU LNG Chart Deck.
In response to a reader question, I also discussed the correlation between TTF and Henry Hub — the benchmark for natural gas in North America — and how this is evolving with the unstoppable rise of US LNG.
Don’t forget to send me your questions, comments and observations for the next episode. I read everything, and love hearing from listeners. Just hit reply to any email, drop a line in one of the Chat Threads, or send me a direct message.
Remember, you can also listen to the podcast on your favourite platform:
* Apple
* Spotify
* YouTube
* Or just search for Energy Flux: On Air wherever you get your podcasts
Happy listening!
— Seb
More from Energy Flux:
Get full access to Energy Flux at www.energyflux.news/subscribe -
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:
* Gas, carbon and the geopolitical web (link)
* Sizing up the LNG glut (part one and two)
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 😇
Get full access to Energy Flux at www.energyflux.news/subscribe -
Episodi mancanti?
-
Hi there,
I am very excited today to be relaunching the Energy Flux podcast 🥳
After the overwhelmingly positive response to my recent run of podcast appearances, I realised there is huge appetite for audio format news and commentary.
As I explain in this introductory episode, the concept is simple: chat through the most interesting headlines and market events of the week, and respond to any questions and observations mailed in from readers.
This won’t be a super-slick polished production, but rather a discreet space for people to tune in and engage with Energy Flux in audio form.
I’m still figuring out the schedule, length and frequency, but didn’t want to let small details stand in the way of actually getting started. So here goes!
If you have any burning questions you would like me to tackle in the next episode, just hit reply to this email or message me via the Substack app.
Thanks for listening,
— Seb
Get full access to Energy Flux at www.energyflux.news/subscribe
