Archive - Energy Flux

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May 16 •

The Merz mandate

DEEP DIVE: Germany’s unpopular new Chancellor must navigate a geopolitical maelstrom to tame energy prices & revive economic growth

May 14 •

🎧 Nord Stream 2: the plot thickens!

Listen now | NS2 AG gets legal stay of execution hours after EU floats Russian gas ban

May 12 •

30:33

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 •

The storage-speculation nexus (part 3)

DEEP DIVE: Hedge funds are all at sea after regulatory overhaul triggered epic TTF correction

May 6 •

That Friday feeling

Pexapark podcast, Iberian blackout culture war, US-Ukraine mineral deal, trade war thaw

May 2 •

April 2025

🎧 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 •

35:39

The big squeeze

DEEP DIVE: US LNG margins are about to be crushed by immense cost & price pressures

Apr 24 •

Bearish market reality bites, accelerating the onset of a new pricing regime | EU LNG Chart Deck: 17 April 2025

Apr 17 •

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 •

HOT TAKE: Trump’s impossible energy trade demands are a fractal of infinite contradictions

Apr 9 •

Trade war lunacy implodes markets and recasts the economics of LNG in Europe | EU LNG Chart Deck: 7 April 2024

Apr 7 •

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