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max(8vmin, 40px)), 640px" 442 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/09/Halfway-to-reality-hero-image-1.png" 443 alt="Halfway to reality" 444 445 > 446 </figure> 447 <div class="gh-card-wrapper"> 448 <p class="gh-card-tag">Chart Deck</p> 449 <h3 class="gh-card-title is-title">Halfway to reality</h3> 450 <p class="gh-card-excerpt is-body">TTF has swallowed more of the Hormuz closure risk. Beneath the latest peace sell-off, funds have banked profits and made room to buy again.</p> 451 <footer class="gh-card-meta"> 452 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 453 -->
454 <span class="gh-card-author">By Seb Kennedy</span> 455 <time class="gh-card-date" datetime="2026-09-25">25 Sep 2026</time> 456 <!-- 457 --></footer> 458 </div> 459 </a> 460</article> 461 </div> 462 <div class="gh-header-middle"> 463 <article class="gh-card post tag-deep-dive tag-gastech tag-us-lng tag-lng tag-geopolitics"> 464 <a class="gh-card-link" href="/americas-accidental-heist-of-the-global-lng-business/"> 465 <figure class="gh-card-image"> 466 <img 467 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/09/Accidental-heist---Energy-Flux.png 160w, 468 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/09/Accidental-heist---Energy-Flux.png 320w, 469 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/09/Accidental-heist---Energy-Flux.png 600w, 470 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/09/Accidental-heist---Energy-Flux.png 960w, 471 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/09/Accidental-heist---Energy-Flux.png 1200w, 472 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/09/Accidental-heist---Energy-Flux.png 2000w" 473 sizes="320px" 474 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/09/Accidental-heist---Energy-Flux.png" 475 alt="Americaâs accidental heist of the global LNG business" 476 477 > 478 </figure> 479 <div class="gh-card-wrapper"> 480 <p class="gh-card-tag">Deep Dives</p> 481 <h3 class="gh-card-title is-title">Americaâs accidental heist of the global LNG business</h3> 482 <p class="gh-card-excerpt is-body">GASTECH 2026 REFLECTIONS: War shifts US strategy from hard sell to soft power, while Qatar goes on the defensive</p> 483 <footer class="gh-card-meta"> 484 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 485 --> 486 <span class="gh-card-author">By Seb Kennedy</span> 487 <time class="gh-card-date" datetime="2026-09-23">23 Sep 2026</time> 488 <!-- 489 --></footer> 490 </div> 491 </a> 492</article> 493 <article class="gh-card post tag-gastech tag-podcast"> 494 <a class="gh-card-link" href="/gastech-2026-lng-hype-vs-reality/"> 495 <figure class="gh-card-image"> 496 <img 497 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/09/IMG_7781.jpg 160w, 498 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/09/IMG_7781.jpg 320w, 499 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/09/IMG_7781.jpg 600w, 500 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/09/IMG_7781.jpg 960w, 501 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/09/IMG_7781.jpg 1200w, 502 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/09/IMG_7781.jpg 2000w" 503 sizes="320px" 504 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/09/IMG_7781.jpg" 505 alt="Gastech 2026: LNG hype vs reality" 506 507 > 508 </figure> 509 <div class="gh-card-wrapper"> 510 <p class="gh-card-tag">Gastech</p> 511 <h3 class="gh-card-title is-title">Gastech 2026: LNG hype vs reality</h3> 512 <p class="gh-card-excerpt is-body">And human vs robot dance-off</p> 513 <footer class="gh-card-meta"> 514<!-- 515 -->
516 <span class="gh-card-author">By Seb Kennedy</span> 517 <time class="gh-card-date" datetime="2026-09-18">18 Sep 2026</time> 518 <!-- 519 --></footer> 520 </div> 521 </a> 522</article> 523 <article class="gh-card post tag-chart-deck tag-ttf tag-ttf-risk-model tag-ttf-sentiment-tracker tag-var tag-options"> 524 <a class="gh-card-link" href="/europes-gold-plated-energy-crisis/"> 525 <figure class="gh-card-image"> 526 <img 527 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/09/Europe-s-gold-plated-energy-crisis-HERO-IMAGE.png 160w, 528 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/09/Europe-s-gold-plated-energy-crisis-HERO-IMAGE.png 320w, 529 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/09/Europe-s-gold-plated-energy-crisis-HERO-IMAGE.png 600w, 530 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/09/Europe-s-gold-plated-energy-crisis-HERO-IMAGE.png 960w, 531 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/09/Europe-s-gold-plated-energy-crisis-HERO-IMAGE.png 1200w, 532 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/09/Europe-s-gold-plated-energy-crisis-HERO-IMAGE.png 2000w" 533 sizes="320px" 534 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/09/Europe-s-gold-plated-energy-crisis-HERO-IMAGE.png" 535 alt="Europeâs gold-plated energy crisis" 536 537 > 538 </figure> 539 <div class="gh-card-wrapper"> 540 <p class="gh-card-tag">Chart Deck</p> 541 <h3 class="gh-card-title is-title">Europeâs gold-plated energy crisis</h3> 542 <p class="gh-card-excerpt is-body">Hedge funds cash in as winter scarcity fears ignite EU gas market</p> 543 <footer class="gh-card-meta"> 544 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 545 --> 546 <span class="gh-card-author">By Seb Kennedy</span> 547 <time class="gh-card-date" datetime="2026-09-11">11 Sep 2026</time> 548 <!-- 549 --></footer> 550 </div> 551 </a> 552</article> 553 </div> 554 <div class="gh-header-right"> 555 <section class="gh-featured gh-outer"> 556 <div class="gh-featured-inner gh-inner"> 557 <h2 class="gh-featured-title">Featured</h2> 558 <div class="gh-featured-feed"> 559 <article class="gh-card post featured"> 560 <a class="gh-card-link" href="/how-the-sun-rewrote-pakistans-lng-strategy/"> 561 <figure class="gh-card-image"> 562 <img 563 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 160w, 564 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 320w, 565 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 600w, 566 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 960w, 567 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 1200w, 568 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 2000w" 569 sizes="80px" 570 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/07/Solar-rewrites-Pakistan-LNG.jpg" 571 alt="How the sun rewrote Pakistanâs LNG strategy" 572 573 > 574 </figure> 575 <div class="gh-card-wrapper"> 576 <h3 class="gh-card-title is-title">How the sun rewrote Pakistanâs LNG strategy</h3> 577 <p class="gh-card-excerpt is-body">Europeâs 2022 gas grab taught Pakistan that long-term contracts do not guarantee molecules. Consumers answered blackouts and price spikes with 50 GW of unplanned solar. The result is an energy paradox: Pakistan is short of LNG today, but long on contracted supply to 2030.</p> 578 <footer class="gh-card-meta"> 579 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 580 -->
581 <span class="gh-card-author">By Asim Riaz, Seb Kennedy</span> 582 <time class="gh-card-date" datetime="2026-07-22">22 Jul 2026</time> 583 <!-- 584 --></footer> 585 </div> 586 </a> 587</article> 588 <article class="gh-card post featured"> 589 <a class="gh-card-link" href="/quantum-transits-strait-hormuz-lng/"> 590 <figure class="gh-card-image"> 591 <img 592 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/05/LNG-prism.jpg 160w, 593 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/05/LNG-prism.jpg 320w, 594 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/05/LNG-prism.jpg 600w, 595 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/05/LNG-prism.jpg 960w, 596 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/05/LNG-prism.jpg 1200w, 597 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/05/LNG-prism.jpg 2000w" 598 sizes="80px" 599 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/05/LNG-prism.jpg" 600 alt="Quantum transits" 601 602 > 603 </figure> 604 <div class="gh-card-wrapper"> 605 <h3 class="gh-card-title is-title">Quantum transits</h3> 606 <p class="gh-card-excerpt is-body">The EU gas market is pricing two mutually exclusive Hormuz states at once. Energy Fluxâs new model quantifies the disconnect between price-implied LNG flows and physical reality in the contested Strait. Either missing cargoes return, or TTF moves higher.</p> 607 <footer class="gh-card-meta"> 608 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 609 --> 610 <span class="gh-card-author">By Seb Kennedy</span> 611 <time class="gh-card-date" datetime="2026-05-27">27 May 2026</time> 612 <!-- 613 --></footer> 614 </div> 615 </a> 616</article> 617 <article class="gh-card post featured"> 618 <a class="gh-card-link" href="/war-vs-glut-the-great-lng-reckoning/"> 619 <figure class="gh-card-image"> 620 <img 621 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/04/Hormuz-Hero-image-Games-Con.jpg 160w, 622 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/04/Hormuz-Hero-image-Games-Con.jpg 320w, 623 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/04/Hormuz-Hero-image-Games-Con.jpg 600w, 624 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/04/Hormuz-Hero-image-Games-Con.jpg 960w, 625 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/04/Hormuz-Hero-image-Games-Con.jpg 1200w, 626 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/04/Hormuz-Hero-image-Games-Con.jpg 2000w" 627 sizes="80px" 628 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/04/Hormuz-Hero-image-Games-Con.jpg" 629 alt="War vs. Glut: The Great LNG Reckoning" 630 631 > 632 </figure> 633 <div class="gh-card-wrapper"> 634 <h3 class="gh-card-title is-title">War vs. Glut: The Great LNG Reckoning</h3> 635 <p class="gh-card-excerpt is-body">War shut in one of the worldâs most critical export arteries. The long-promised supply wave is finally arr
635iving. Which force wins, when, and by how much? Our new scenario data model brings clarity to the confusion.</p> 636 <footer class="gh-card-meta"> 637<!-- 638 --> 639 <span class="gh-card-author">By Seb Kennedy</span> 640 <time class="gh-card-date" datetime="2026-04-14">14 Apr 2026</time> 641 <!-- 642 --></footer> 643 </div> 644 </a> 645</article> 646 <article class="gh-card post featured"> 647 <a class="gh-card-link" href="/the-price-of-vassalage/"> 648 <figure class="gh-card-image"> 649 <img 650 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/03/LNG-frays-EU-flag.jpg 160w, 651 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/03/LNG-frays-EU-flag.jpg 320w, 652 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/03/LNG-frays-EU-flag.jpg 600w, 653 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/03/LNG-frays-EU-flag.jpg 960w, 654 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/03/LNG-frays-EU-flag.jpg 1200w, 655 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/03/LNG-frays-EU-flag.jpg 2000w" 656 sizes="80px" 657 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/03/LNG-frays-EU-flag.jpg" 658 alt="The Price of Vassalage" 659 660 > 661 </figure> 662 <div class="gh-card-wrapper"> 663 <h3 class="gh-card-title is-title">The Price of Vassalage</h3> 664 <p class="gh-card-excerpt is-body">How Europeâs response to the Hormuz crisis is blunting the very tools it needs to escape import dependency</p> 665 <footer class="gh-card-meta"> 666 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 667 --> 668 <span class="gh-card-author">By Seb Kennedy</span> 669 <time class="gh-card-date" datetime="2026-03-18">18 Mar 2026</time> 670 <!-- 671 --></footer> 672 </div> 673 </a> 674</article> 675 <article class="gh-card post featured"> 676 <a class="gh-card-link" href="/start-your-mornings-with-flux-briefing-ai-energy-analysis-discourse/"> 677 <figure class="gh-card-image"> 678 <img 679 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2025/08/Flux-Briefing-hero-image-da-2.jpg 160w, 680 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2025/08/Flux-Briefing-hero-image-da-2.jpg 320w, 681 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2025/08/Flux-Briefing-hero-image-da-2.jpg 600w, 682 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2025/08/Flux-Briefing-hero-image-da-2.jpg 960w, 683 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2025/08/Flux-Briefing-hero-image-da-2.jpg 1200w, 684 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2025/08/Flux-Briefing-hero-image-da-2.jpg 2000w" 685 sizes="80px" 686 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2025/08/Flux-Briefing-hero-image-da-2.jpg" 687 alt="Start your mornings with Flux Briefing â" 688 689 > 690 </figure> 691 <div class="gh-card-wrapper"> 692 <h3 class="gh-card-title is-title">Start your mornings with Flux Briefing â</h3> 693 <p class="gh-card-excerpt is-body">Get free AI-powered daily gas and LNG market updates from Energy Flux</p> 694 <footer class="gh-card-meta"> 695<!-- 696 -->
697 <span class="gh-card-author">By Seb Kennedy</span> 698 <time class="gh-card-date" datetime="2025-08-05">05 Aug 2025</time> 699 <!-- 700 --></footer> 701 </div> 702 </a> 703</article> 704 </div> 705 </div> 706 </section> 707 </div> 708 709 710 711 712 </div> 713 714</section> 715 716 717 <section class="gh-cta gh-outer"> 718 <div class="gh-cta-inner gh-inner"> 719 <div class="gh-cta-content"> 720 <h2 class="gh-cta-title is-title"> 721 ð¥ Energy Flux ð¥ 722 </h2> 723 <p class="gh-cta-description is-body"> 724 Fiercely independent energy market analysis 725 </p> 726 </div> 727 <form class="gh-form" data-members-form> 728 <input class="gh-form-input" id="cta-email" name="email" type="email" placeholder="[email protected]" required data-members-email> 729 <button class="gh-button" type="submit" aria-label="Subscribe"> 730 <span><span>Subscribe</span> <svg xmlns="http://www.w3.org/2000/svg" width="32" height="32" fill="currentColor" viewBox="0 0 256 256"><path d="M224.49,136.49l-72,72a12,12,0,0,1-17-17L187,140H40a12,12,0,0,1,0-24H187L135.51,64.48a12,12,0,0,1,17-17l72,72A12,12,0,0,1,224.49,136.49Z"></path></svg></span> 731 <svg xmlns="http://www.w3.org/2000/svg" height="24" width="24" viewBox="0 0 24 24"> 732 <g stroke-linecap="round" stroke-width="2" fill="currentColor" stroke="none" stroke-linejoin="round" class="nc-icon-wrapper"> 733 <g class="nc-loop-dots-4-24-icon-o"> 734 <circle cx="4" cy="12" r="3"></circle> 735 <circle cx="12" cy="12" r="3"></circle> 736 <circle cx="20" cy="12" r="3"></circle> 737 </g> 738 <style data-cap="butt"> 739 .nc-loop-dots-4-24-icon-o{--animation-duration:0.8s} 740 .nc-loop-dots-4-24-icon-o *{opacity:.4;transform:scale(.75);animation:nc-loop-dots-4-anim var(--animation-duration) infinite} 741 .nc-loop-dots-4-24-icon-o :nth-child(1){transform-origin:4px 12px;animation-delay:-.3s;animation-delay:calc(var(--animation-duration)/-2.666)} 742 .nc-loop-dots-4-24-icon-o :nth-child(2){transform-origin:12px 12px;animation-delay:-.15s;animation-delay:calc(var(--animation-duration)/-5.333)} 743 .nc-loop-dots-4-24-icon-o :nth-child(3){transform-origin:20px 12px} 744 @keyframes nc-loop-dots-4-anim{0%,100%{opacity:.4;transform:scale(.75)}50%{opacity:1;transform:scale(1)}} 745 </style> 746 </g> 747</svg> <svg class="checkmark" xmlns="http://www.w3.org/2000/svg" viewBox="0 0 52 52"> 748 <path class="checkmark__check" fill="none" d="M14.1 27.2l7.1 7.2 16.7-16.8"/> 749 <style> 750 .checkmark { 751 width: 40px; 752 height: 40px; 753 display: block; 754 stroke-width: 2.5; 755 stroke: currentColor; 756 stroke-miterlimit: 10; 757 } 758 759 .checkmark__check { 760 transform-origin: 50% 50%; 761 stroke-dasharray: 48; 762 stroke-dashoffset: 48; 763 animation: stroke .3s cubic-bezier(0.650, 0.000, 0.450, 1.000) forwards; 764 } 765 766 @keyframes stroke { 767 100% { stroke-dashoffset: 0; } 768 } 769 </style> 770</svg> </button> 771 <p data-members-error></p> 772</form> </div> 773 </section> 774 775 776<section class="gh-container is-grid has-sidebar gh-outer"> 777 <div class="gh-container-inner gh-inner"> 778 779 <h2 class="gh-container-title"> 780 Latest 781 </h2> 782 783 <main class="gh-main"> 784 <div class="gh-feed"> 785 786 <article class="gh-card post"> 787 <a class="gh-card-link" href="/the-ttf-options-paradox-explained/"> 788 <figure class="gh-card-image"> 789 <img 790 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/09/Gas-flames-hall-of-mirrors.jpg 160w, 791 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/09/Gas-flames-hall-of-mirrors.jpg 320w, 792 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/09/Gas-flames-hall-of-mirrors.jpg 600w, 793 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/09/Gas-flames-hall-of-mirrors.jpg 960w, 794 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/09/Gas-flames-hall-of-mirrors.jpg 1200w, 795 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/09/Gas-flames-hall-of-mirrors.jpg 2000w" 796 sizes="320px" 797 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/09/Gas-flames-hall-of-mirrors.jpg" 798 alt="The TTF options paradox, explained" 799 loading="lazy" 800 > 801 </figure> 802 <div class="gh-card-wrapper"> 803 <h3 class="gh-card-title is-title">The TTF options paradox, explained</h3> 804 <p class="gh-card-excerpt is-body">How options work, how they appear in fund positioning, and what they add to Energy Fluxâs risk models.</p> 805 <footer class="gh-card-meta"> 806 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 807 -->
808 <span class="gh-card-author">By Seb Kennedy</span> 809 <time class="gh-card-date" datetime="2026-09-08">08 Sep 2026</time> 810 <!-- 811 --></footer> 812 </div> 813 </a> 814</article> 815 <article class="gh-card post"> 816 <a class="gh-card-link" href="/europe-rolls-the-dice-on-winter-gas/"> 817 <figure class="gh-card-image"> 818 <img 819 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/08/The-weather-die-is-cast.png 160w, 820 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/08/The-weather-die-is-cast.png 320w, 821 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/08/The-weather-die-is-cast.png 600w, 822 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/08/The-weather-die-is-cast.png 960w, 823 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/08/The-weather-die-is-cast.png 1200w, 824 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/08/The-weather-die-is-cast.png 2000w" 825 sizes="320px" 826 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/08/The-weather-die-is-cast.png" 827 alt="Europe rolls the dice on winter gas" 828 loading="lazy" 829 > 830 </figure> 831 <div class="gh-card-wrapper"> 832 <h3 class="gh-card-title is-title">Europe rolls the dice on winter gas</h3> 833 <p class="gh-card-excerpt is-body">Our new interactive data model reveals how bad things could get in the EU gas market this winter, and what must go right to avoid disaster</p> 834 <footer class="gh-card-meta"> 835 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 836 --> 837 <span class="gh-card-author">By Seb Kennedy</span> 838 <time class="gh-card-date" datetime="2026-09-01">01 Sep 2026</time> 839 <!-- 840 --></footer> 841 </div> 842 </a> 843</article> 844 <article class="gh-card post"> 845 <a class="gh-card-link" href="/interactive-3d-chart-experiment/"> 846 <figure class="gh-card-image"> 847 <img 848 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/08/ef_3d_position_vol_risk--1-.png 160w, 849 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/08/ef_3d_position_vol_risk--1-.png 320w, 850 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/08/ef_3d_position_vol_risk--1-.png 600w, 851 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/08/ef_3d_position_vol_risk--1-.png 960w, 852 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/08/ef_3d_position_vol_risk--1-.png 1200w, 853 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/08/ef_3d_position_vol_risk--1-.png 2000w" 854 sizes="320px" 855 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/08/ef_3d_position_vol_risk--1-.png" 856 alt="Interactive 3D chart experiment" 857 loading="lazy" 858 > 859 </figure> 860 <div class="gh-card-wrapper"> 861 <h3 class="gh-card-title is-title">Interactive 3D chart experiment</h3> 862 <p class="gh-card-excerpt is-body">Bringing fresh perspective to the TTF Value-at-Risk analytical model</p> 863 <footer class="gh-card-meta"> 864 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 865 -->
866 <span class="gh-card-author">By Seb Kennedy</span> 867 <time class="gh-card-date" datetime="2026-08-21">21 Aug 2026</time> 868 <!-- 869 --></footer> 870 </div> 871 </a> 872</article> 873 <article class="gh-card post"> 874 <a class="gh-card-link" href="/total-eclipse-of-the-market/"> 875 <figure class="gh-card-image"> 876 <img 877 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/08/Syzygy.jpg 160w, 878 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/08/Syzygy.jpg 320w, 879 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/08/Syzygy.jpg 600w, 880 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/08/Syzygy.jpg 960w, 881 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/08/Syzygy.jpg 1200w, 882 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/08/Syzygy.jpg 2000w" 883 sizes="320px" 884 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/08/Syzygy.jpg" 885 alt="Total eclipse of the market" 886 loading="lazy" 887 > 888 </figure> 889 <div class="gh-card-wrapper"> 890 <h3 class="gh-card-title is-title">Total eclipse of the market</h3> 891 <p class="gh-card-excerpt is-body">European gas is trading in the fleeting umbra of an eerie calm. Eclipses always end â and this one ends in a searing winter burn</p> 892 <footer class="gh-card-meta"> 893 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 894 --> 895 <span class="gh-card-author">By Seb Kennedy</span> 896 <time class="gh-card-date" datetime="2026-08-14">14 Aug 2026</time> 897 <!-- 898 --></footer> 899 </div> 900 </a> 901</article> 902 <article class="gh-card post"> 903 <a class="gh-card-link" href="/unintended-consequences/"> 904 <figure class="gh-card-image"> 905 <img 906 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/07/Unintended_consequences-1.jpg 160w, 907 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/07/Unintended_consequences-1.jpg 320w, 908 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/07/Unintended_consequences-1.jpg 600w, 909 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/07/Unintended_consequences-1.jpg 960w, 910 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/07/Unintended_consequences-1.jpg 1200w, 911 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/07/Unintended_consequences-1.jpg 2000w" 912 sizes="320px" 913 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/07/Unintended_consequences-1.jpg" 914 alt="Unintended consequences" 915 loading="lazy" 916 > 917 </figure> 918 <div class="gh-card-wrapper"> 919 <h3 class="gh-card-title is-title">Unintended consequences</h3> 920 <p class="gh-card-excerpt is-body">Attempts to break the US-Iran stalemate are raising the risk of conflict sprawling sideways into dimensions the market has not yet priced</p> 921 <footer class="gh-card-meta"> 922 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 923 -->
924 <span class="gh-card-author">By Seb Kennedy</span> 925 <time class="gh-card-date" datetime="2026-07-31">31 Jul 2026</time> 926 <!-- 927 --></footer> 928 </div> 929 </a> 930</article> 931 <article class="gh-card post"> 932 <a class="gh-card-link" href="/dutch-ttf-to-the-moon-eu-gas-price-hormuz/"> 933 <figure class="gh-card-image"> 934 <img 935 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/07/TTF-to-the-moon-rocket.jpg 160w, 936 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/07/TTF-to-the-moon-rocket.jpg 320w, 937 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/07/TTF-to-the-moon-rocket.jpg 600w, 938 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/07/TTF-to-the-moon-rocket.jpg 960w, 939 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/07/TTF-to-the-moon-rocket.jpg 1200w, 940 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/07/TTF-to-the-moon-rocket.jpg 2000w" 941 sizes="320px" 942 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/07/TTF-to-the-moon-rocket.jpg" 943 alt="TTF to the moon?" 944 loading="lazy" 945 > 946 </figure> 947 <div class="gh-card-wrapper"> 948 <h3 class="gh-card-title is-title">TTF to the moon?</h3> 949 <p class="gh-card-excerpt is-body">EU gas price surges past â¬60 per MWh. But is the top already in?</p> 950 <footer class="gh-card-meta"> 951 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 952 --> 953 <span class="gh-card-author">By Seb Kennedy</span> 954 <time class="gh-card-date" datetime="2026-07-24">24 Jul 2026</time> 955 <!-- 956 --></footer> 957 </div> 958 </a> 959</article> 960 <article class="gh-card post featured"> 961 <a class="gh-card-link" href="/how-the-sun-rewrote-pakistans-lng-strategy/"> 962 <figure class="gh-card-image"> 963 <img 964 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 160w, 965 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 320w, 966 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 600w, 967 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 960w, 968 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 1200w, 969 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/07/Solar-rewrites-Pakistan-LNG.jpg 2000w" 970 sizes="320px" 971 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/07/Solar-rewrites-Pakistan-LNG.jpg" 972 alt="How the sun rewrote Pakistanâs LNG strategy" 973 loading="lazy" 974 > 975 </figure> 976 <div class="gh-card-wrapper"> 977 <h3 class="gh-card-title is-title">How the sun rewrote Pakistanâs LNG strategy</h3> 978 <p class="gh-card-excerpt is-body">Europeâs 2022 gas grab taught Pakistan that long-term contracts do not guarantee molecules. Consumers answered blackouts and price spikes with 50 GW of unplanned solar. The result is an energy paradox: Pakistan is short of LNG today, but long on contracted supply to 2030.</p> 979 <footer class="gh-card-meta"> 980 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 981 -->
982 <span class="gh-card-author">By Asim Riaz, Seb Kennedy</span> 983 <time class="gh-card-date" datetime="2026-07-22">22 Jul 2026</time> 984 <!-- 985 --></footer> 986 </div> 987 </a> 988</article> 989 <article class="gh-card post"> 990 <a class="gh-card-link" href="/the-hormuz-clown-show-gets-serious/"> 991 <figure class="gh-card-image"> 992 <img 993 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/07/Clowns-aboard.png 160w, 994 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/07/Clowns-aboard.png 320w, 995 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/07/Clowns-aboard.png 600w, 996 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/07/Clowns-aboard.png 960w, 997 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/07/Clowns-aboard.png 1200w, 998 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/07/Clowns-aboard.png 2000w" 999 sizes="320px" 1000 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/07/Clowns-aboard.png" 1001 alt="The Hormuz clown show gets serious" 1002 loading="lazy" 1003 > 1004 </figure> 1005 <div class="gh-card-wrapper"> 1006 <h3 class="gh-card-title is-title">The Hormuz clown show gets serious</h3> 1007 <p class="gh-card-excerpt is-body">Diplomacy has taken the back seat in the clown car. Markets have stopped laughing and started buying</p> 1008 <footer class="gh-card-meta"> 1009 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 1010 --> 1011 <span class="gh-card-author">By Seb Kennedy</span> 1012 <time class="gh-card-date" datetime="2026-07-17">17 Jul 2026</time> 1013 <!-- 1014 --></footer> 1015 </div> 1016 </a> 1017</article> 1018 <article class="gh-card post"> 1019 <a class="gh-card-link" href="/will-the-eur50-ceiling-hold-gas-ttf-hormuz/"> 1020 <figure class="gh-card-image"> 1021 <img 1022 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/07/will_the_ceiling_hold_eur50-1.jpg 160w, 1023 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/07/will_the_ceiling_hold_eur50-1.jpg 320w, 1024 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/07/will_the_ceiling_hold_eur50-1.jpg 600w, 1025 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/07/will_the_ceiling_hold_eur50-1.jpg 960w, 1026 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/07/will_the_ceiling_hold_eur50-1.jpg 1200w, 1027 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/07/will_the_ceiling_hold_eur50-1.jpg 2000w" 1028 sizes="320px" 1029 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/07/will_the_ceiling_hold_eur50-1.jpg" 1030 alt="Will the â¬50 ceiling hold?" 1031 loading="lazy" 1032 > 1033 </figure> 1034 <div class="gh-card-wrapper"> 1035 <h3 class="gh-card-title is-title">Will the â¬50 ceiling hold?</h3> 1036 <p class="gh-card-excerpt is-body">âAfter four months of paralysis, the relief is palpable. It may al
1036so be misleading. And it is almost certainly temporary.â â Energy Flux, 26 June 2026 1037 1038Well, that didnât last long. 1039 1040Barely three weeks into a supposed two-month ceasefire, US missiles and Iranian drones are criss-crossing the Persian</p> 1041 <footer class="gh-card-meta"> 1042 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 1043 --> 1044 <span class="gh-card-author">By Seb Kennedy</span> 1045 <time class="gh-card-date" datetime="2026-07-10">10 Jul 2026</time> 1046 <!-- 1047 --></footer> 1048 </div> 1049 </a> 1050</article> 1051 <article class="gh-card post"> 1052 <a class="gh-card-link" href="/the-spread-is-dead/"> 1053 <figure class="gh-card-image"> 1054 <img 1055 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/07/the-spread-is-dead_hormuz.jpg 160w, 1056 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/07/the-spread-is-dead_hormuz.jpg 320w, 1057 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/07/the-spread-is-dead_hormuz.jpg 600w, 1058 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/07/the-spread-is-dead_hormuz.jpg 960w, 1059 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/07/the-spread-is-dead_hormuz.jpg 1200w, 1060 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/07/the-spread-is-dead_hormuz.jpg 2000w" 1061 sizes="320px" 1062 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/07/the-spread-is-dead_hormuz.jpg" 1063 alt="The Spread is Dead" 1064 loading="lazy" 1065 > 1066 </figure> 1067 <div class="gh-card-wrapper"> 1068 <h3 class="gh-card-title is-title">The Spread is Dead</h3> 1069 <p class="gh-card-excerpt is-body">Storage without a signal: the new political economy of Europeâs gas buffer</p> 1070 <footer class="gh-card-meta"> 1071 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 1072 --> 1073 <span class="gh-card-author">By Seb Kennedy</span> 1074 <time class="gh-card-date" datetime="2026-07-07">07 Jul 2026</time> 1075 <!-- 1076 --></footer> 1077 </div> 1078 </a> 1079</article> 1080 <article class="gh-card post"> 1081 <a class="gh-card-link" href="/asias-lng-demand-reality-check/"> 1082 <figure class="gh-card-image"> 1083 <img 1084 srcset="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w160/format/webp/2026/07/LNG-bubble.jpg 160w, 1085 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w320/format/webp/2026/07/LNG-bubble.jpg 320w, 1086 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/format/webp/2026/07/LNG-bubble.jpg 600w, 1087 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w960/format/webp/2026/07/LNG-bubble.jpg 960w, 1088 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w1200/format/webp/2026/07/LNG-bubble.jpg 1200w, 1089 https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w2000/format/webp/2026/07/LNG-bubble.jpg 2000w" 1090 sizes="320px" 1091 src="https://storage.ghost.io/c/d3/1f/d31fc047-a554-4540-b828-ca4f401e235d/content/images/size/w600/2026/07/LNG-bubble.jpg" 1092 alt="Asiaâs LNG demand: reality check" 1093 loading="lazy" 1094 > 1095 </figure> 1096 <div class="gh-card-wrapper"> 1097 <h3 class="gh-card-title is-title">Asiaâs LNG demand: reality check</h3> 1098 <p class="gh-card-excerpt is-body">Shellâs 2026 Outlook leans harder than ever on stratospheric Asian demand to justify a new wave of LNG investment. But post-Hormuz, the data and policy responses all lean the other way.</p> 1099 <footer class="gh-card-meta"> 1100 <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 20 20" height="20" width="20" id="Lock-1--Streamline-Ultimate"><defs></defs><title>lock-1</title><path d="M4.375 8.125h11.25s1.25 0 1.25 1.25v8.75s0 1.25 -1.25 1.25H4.375s-1.25 0 -1.25 -1.25v-8.75s0 -1.25 1.25 -1.25" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="M5.625 8.125V5a4.375 4.375 0 0 1 8.75 0v3.125" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path><path d="m10 12.5 0 2.5" fill="none" stroke="currentcolor" stroke-linecap="round" stroke-linejoin="round" stroke-width="1.5"></path></svg> <!-- 1101 -->
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