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May 16 • 
Seb Kennedy
The Merz mandate
DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth
May 14 • 
Zach Simon
30:33
🎧 Nord Stream 2: the plot thickens!
Listen now | NS2 AG gets legal stay of execution hours after EU floats Russian gas ban
May 12 • 
Seb Kennedy
2
Zombie bulls twitch back to life
Prompt EU gas price rebounds on Russian gas ban, but this ain’t no recovery | EU LNG Chart Deck: 10 May 2025
May 9 • 
Seb Kennedy
2
The storage-speculation nexus (part 3)
DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction
May 6 • 
Seb Kennedy
Most Popular
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Sizing up the LNG glut (part 1)
Jan 27 • Seb Kennedy
Chaos theory
Apr 9 • Seb Kennedy
Sizing up the LNG glut (part 2)
Feb 10 • Seb Kennedy
Renewables are crushing gas-fired power
Aug 1, 2024 • Seb Kennedy
1
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That Friday feeling
Pexapark podcast, Iberian blackout culture war, US-Ukraine mineral deal, trade war thaw
May 2 • 
Seb Kennedy
6
🎧 Fickle trade war takes its toll on LNG demand
PLUS: Listener Q&A on TTF price outlook, US LNG risks, and Jeff Currie's The New Joule Order
Apr 28 • 
Seb Kennedy
35:39
The big squeeze
DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures
Apr 24 • 
Seb Kennedy
Phase shift
Bearish market reality bites, accelerating the onset of a new pricing regime | EU LNG Chart Deck: 17 April 2025
Apr 17 • 
Seb Kennedy
2
The unstoppable tragedy of Mozambique LNG
DEEP DIVE: Neither Trump nor Mozambique can afford *not* to build this $20 billion megaproject — human rights abuses be damned
Apr 14 • 
Seb Kennedy
2
Chaos theory
HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions
Apr 9 • 
Seb Kennedy
Trump slump
Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2024
Apr 7 • 
Seb Kennedy
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