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From Baku with love 💔
My four-day tour of Azerbaijan went by in a flash. It's been emotional
Apr 18
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Seb Kennedy
14
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From Baku with love 💔
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Reporting from the Land of Fire 🔥
I’m going to Azerbaijan — the Caspian keystone in Europe’s energy mosaic
Apr 13
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Seb Kennedy
9
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Reporting from the Land of Fire 🔥
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The trouble with dirt-cheap shale gas
DEEP DIVE: Is America facing an LNG feed gas crunch?
Apr 11
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Seb Kennedy
11
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The trouble with dirt-cheap shale gas
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2023 in review
Dec 26, 2023
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Seb Kennedy
32
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2023 in review
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EU gas goes… negative?
Oct 25, 2022
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Seb Kennedy
11
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EU gas goes… negative?
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What might global LNG trade look like in 2024?
Jan 2
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Seb Kennedy
21
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What might global LNG trade look like in 2024?
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Eerie calm
Oct 9, 2023
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Seb Kennedy
20
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Eerie calm
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The winter that never was
Nov 28, 2023
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Seb Kennedy
18
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The winter that never was
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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
Mar 11
•
Seb Kennedy
11
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The Asian LNG glut is here
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Redefining 💥Energy Flux💥
A premium newsletter analysing global natural gas markets through the lens of Europe’s net-zero journey
Jan 25
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Seb Kennedy
11
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Redefining 💥Energy Flux💥
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Russia’s stunted LNG coup
DEEP DIVE: Novatek has defied sanctions against Arctic LNG-2, but is the achievement merely symbolic?
Dec 20, 2023
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Seb Kennedy
and
Zach Simon
16
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Russia’s stunted LNG coup
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The rise of the middlemen
Why are traders gobbling up LNG in a moribund market? | EU LNG chart deck: 27 Nov-8 Dec 2023
Dec 11, 2023
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Seb Kennedy
11
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The rise of the middlemen
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Deep dive
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The trouble with dirt-cheap shale gas
DEEP DIVE: Is America facing an LNG feed gas crunch?
Apr 11
•
Seb Kennedy
11
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The trouble with dirt-cheap shale gas
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LNG’s canal conundrum
DEEP DIVE: Without Suez and Panama transits, shipping costs could spike – or collapse
Feb 26
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Seb Kennedy
18
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LNG’s canal conundrum
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The cost of geopolitics
DEEP DIVE: Red Sea shipping crisis reshapes the economics of LNG trade
Feb 12
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Seb Kennedy
16
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The cost of geopolitics
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Russia’s stunted LNG coup
DEEP DIVE: Novatek has defied sanctions against Arctic LNG-2, but is the achievement merely symbolic?
Dec 20, 2023
•
Seb Kennedy
and
Zach Simon
16
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Russia’s stunted LNG coup
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EU LNG Chart Deck
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Schrödinger’s gas crisis
Europe’s energy emergency is simultaneously alive and dead | EU LNG Chart Deck: 11-28 Mar 2024
Apr 2
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Seb Kennedy
13
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Schrödinger’s gas crisis
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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
Mar 11
•
Seb Kennedy
11
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The Asian LNG glut is here
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Gas flood sinks canal crisis
Oversupplied LNG market shrugs off canal outages | EU LNG Chart Deck: 19 Feb-1 Mar 2024
Mar 4
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Seb Kennedy
14
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Gas flood sinks canal crisis
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The Panama paradox
Canal drought leaves US LNG exporters facing tricky choices | EU LNG Chart Deck: 5-16 Feb 2024
Feb 19
•
Seb Kennedy
12
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The Panama paradox
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Energy Flux
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