The Energy Flux podcast

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 Flux podcast, host Seb Kennedy reflects on the Gastech 2025 event, discussing the rising US presence in the LNG market, the economic realities of pricing, and the political implicati...

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 some in Moscow might be eyeing Alaska’s mineral wealth

* How a land swap or ceasefire could reshape Ukraine’s future

* The sanctions relief carrot Trump might dangle — and why I’m sceptical

* The...

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 destroyed in a dramatic subsea explosion in 2022.

How should we square the circle of an EU ban on Russian gas with a possible revival of Nord Stream 2? How does the restructuring ruling affect ...

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 resolution at this stage would be unlikely to purge the bearish sentiment now dominating the European natural gas market.

This episode catches up on the many market-moving events of recent ...

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 Ukrainian territory.

I recorded this emergency episode of the podcast late last night to share some initial thoughts about what this ‘ceasefire’ means for energy markets, and the wider pros...

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 the apparent relaxation of the EU’s gas storage refilling targets, there’s lingering uncertainty around how existing regulations are being interpreted.

But the regulatory standoff generated b...

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 H...

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 (Politi...

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 r...