Critical conversations about the role of natural gas and LNG in rapidly changing energy markets.
Energy Flux is the home of fiercely independent energy market analysis, with a focus on European gas and global LNG.
Find out more & subscribe at: https://www.EnergyFlux.news/
Critical conversations about the role of natural gas and LNG in rapidly changing energy markets.
Energy Flux is the home of fiercely independent energy market analysis, with a focus on European gas and global LNG.
Find out more & subscribe at: https://www.EnergyFlux.news/
This week’s episode of the Energy Flux podcast 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 by the European Commission’s confusing recommendation is unlikely to be resolved quickly.
In the meantime, the intense geopolitical newsflow emanating from Ukraine and latest round of ceasefire talks in Saudi Arabia is a bottomless source of market uncertainty.
This was always going to be the case, and I was planning to discuss it all at length in the podcast.
But an influx of reader questions on these topics in recent days confirms to my mind that warp speed geopolitical upheaval is the top issue of concern for market players and observers alike.
The Energy Flux posts referenced in the pod are as follows:
* The ‘wild card’ for TTF in 2025
* Sizing up the LNG glut — parts one and two
Happy listening :)
— Seb
P.S. Apologies if audio quality is not perfect, I’m still finding my feet with recording equipment and software.
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