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Energy Flux

@energyflux.bsky.social

18 followers 3 following 606 posts

The home of fiercely independent energy market analysis - by @sebkennedy.bsky.social & some automated posts 🤖 Newsletter signup: www.EnergyFlux.news

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Energy Flux @energyflux.bsky.social · 4h

🚨 LATEST: 💥 Panic and capitulation won’t save Europe 💥 EU delays methane regulation & urges gas demand restraint, as Germany orders SEFE to fill storages. But humiliating climbdowns can't protect Europe this winter ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/panic-and-c...

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Energy Flux @energyflux.bsky.social · 03/10/2026

ICYMI: 💥 Panic and capitulation won’t save Europe 💥 EU delays methane regulation and urges gas demand restraint, as Germany orders SEFE to fill storages. But humiliating climbdowns cannot protect Europe this winter ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/panic-and-c...

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Energy Flux @energyflux.bsky.social · 03/10/2026

Asian buyers are pulling ahead of Europe for flexible US LNG cargoes as mild forecasts across both regions curb early-season heating demand. The JKM-TTF spread is widening as a result. exchange.energyflux.news/t/asia-reta...

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Energy Flux @energyflux.bsky.social · 02/10/2026

ICYMI: 💥 Deciphering the Hormuz narrative war 💥 Washington says Iran has lost control of Hormuz. Iran says it struck tankers on its blacklist. More ships are moving, but on whose terms? ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/deciphering...

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Energy Flux @energyflux.bsky.social · 02/10/2026

LNG cargoes exiting the Strait of Hormuz reached their highest monthly level since the US-Iran war began in September, despite ongoing security concerns. exchange.energyflux.news/t/lng-cargo...

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Energy Flux @energyflux.bsky.social · 02/10/2026

🚨 LATEST POST: 💥 Deciphering the Hormuz narrative war 💥 Washington says Iran has lost control of Hormuz. Iran says it struck tankers on its blacklist. More ships are moving, but on whose terms? ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/deciphering...

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Energy Flux @energyflux.bsky.social · 02/10/2026

🚨 NEW POST: 💥 Panic and capitulation won’t save Europe 💥 EU delays methane regulation and urges gas demand restraint, as Germany orders SEFE to fill storages. But humiliating climbdowns cannot protect Europe this winter ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/panic-and-c...

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Energy Flux @energyflux.bsky.social · 02/10/2026

🚨 NEW POST: 💥 Deciphering the Hormuz narrative war 💥 Washington says Iran has lost control of Hormuz. Iran says it struck tankers on its blacklist. More ships are moving, but on whose terms? ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/deciphering...

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Energy Flux @energyflux.bsky.social · 30/09/2026

Global LNG imports declined 8.8% year-on-year to 34.29 Mt in August, according to the Gas Exporting Countries Forum (GECF). The GECF report attributes the drop to the ongoing Middle East conflict constraining global LNG trade. exchange.energyflux.news/t/global-ln...

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Energy Flux @energyflux.bsky.social · 29/09/2026

Brazil’s Petrobras has signed a 22-year sale and purchase agreement (SPA) to lift 0.8 million tonnes per annum of LNG. The deal is with Cheniere Marketing, lifting cargoes on a free-on-board (FOB) basis. exchange.energyflux.news/t/petrobras...

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Energy Flux @energyflux.bsky.social · 29/09/2026

Asian and European natural gas prices climbed on September 28, 2026, as diplomatic efforts to reopen the Strait of Hormuz failed and LNG supplies remained tight. exchange.energyflux.news/t/gas-price...

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Energy Flux @energyflux.bsky.social · 25/09/2026

ICYMI: 💥 Halfway to reality 💥 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. ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/halfway-to-...

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Energy Flux @energyflux.bsky.social · 25/09/2026

🚨 LATEST POST: 💥 Halfway to reality 💥 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. ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/halfway-to-...

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Energy Flux @energyflux.bsky.social · 25/09/2026

🚨 NEW POST: 💥 Halfway to reality 💥 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. ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/halfway-to-...

Energy Flux @energyflux.bsky.social · 24/09/2026

LNG demand in China, India, and Pakistan is forecast to rebound following the conclusion of the US-Iran war and the cessation of Middle East supply disruptions. exchange.energyflux.news/t/lng-deman...

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Energy Flux @energyflux.bsky.social · 24/09/2026

Global LNG buyers stressed the imperative for supply diversification, portfolio purchasing, and infrastructure resilience to counter risks from the Strait of Hormuz's near-closure. exchange.energyflux.news/t/lng-buyer...

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Energy Flux @energyflux.bsky.social · 24/09/2026

ICYMI: 💥 America’s accidental heist of the global LNG business 💥 GASTECH 2026 REFLECTIONS: War shifts US strategy from hard sell to soft power, while Qatar goes on the defensive ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/americas-ac...

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Energy Flux @energyflux.bsky.social · 23/09/2026

🚨 LATEST POST: 💥 America’s accidental heist of the global LNG business 💥 GASTECH 2026 REFLECTIONS: War shifts US strategy from hard sell to soft power, while Qatar goes on the defensive ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/americas-ac...

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Energy Flux @energyflux.bsky.social · 23/09/2026

🚨 NEW POST: 💥 America’s accidental heist of the global LNG business 💥 GASTECH 2026 REFLECTIONS: War shifts US strategy from hard sell to soft power, while Qatar goes on the defensive ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/americas-ac...

Energy Flux @energyflux.bsky.social · 22/09/2026

LNG buyers are diversifying fuel sources amid Persian Gulf shipment disruptions stemming from the US-Israeli conflict with Iran. exchange.energyflux.news/t/persian-g...

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Energy Flux @energyflux.bsky.social · 22/09/2026

QatarEnergy's North Field East LNG expansion timeline faces jeopardy due to the ongoing Strait of Hormuz crisis. CEO Saad al-Kaabi confirmed that equipment essential for the expansion cannot reach Qatar. exchange.energyflux.news/t/hormuz-cr...

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Energy Flux @energyflux.bsky.social · 21/09/2026

Qatar's Minister of State for Energy Affairs, Saad bin Sherida Al-Kaabi, stated that Qatari LNG cannot be exported via pipelines bypassing the Strait of Hormuz, as it would render domestic liquefaction projects redundant. exchange.energyflux.news/t/qatar-ene...

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Energy Flux @energyflux.bsky.social · 21/09/2026

Goldman Sachs forecasts a significant increase in European and Asian gas prices by year-end if liquefied natural gas (LNG) exports from the Persian Gulf are hindered. exchange.energyflux.news/t/goldman-w...

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Energy Flux @energyflux.bsky.social · 20/09/2026

Europe outbid Asian buyers for liquefied natural gas (LNG) as prices surged 150% over the past week. This price action reflects increased demand and supply constraints, underscoring Europe's urgent need to secure energy supplies ahead of winter. exchange.energyflux.news/t/europe-ou...

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Energy Flux @energyflux.bsky.social · 19/09/2026

Natural gas futures recovered from early losses on Friday, with strong LNG demand helping the October Nymex contract bounce off technical support. exchange.energyflux.news/t/gas-futur...

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Energy Flux @energyflux.bsky.social · 19/09/2026

Natural gas futures traded rangebound on Friday, September 18, 2026, as seasonal cooling weather demand was counterbalanced by robust liquefied natural gas (LNG) export levels. The market is currently balancing these opposing forces. exchange.energyflux.news/t/lng-deman...

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Energy Flux @energyflux.bsky.social · 18/09/2026

Global natural gas prices have retreated from recent multi-year highs. This development follows an escalation of fears in the Middle East conflict, which had previously driven prices upward. exchange.energyflux.news/t/natural-g...

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Energy Flux @energyflux.bsky.social · 18/09/2026

LNG tankers are transiting the Strait of Hormuz again, with at least two carriers passing through this week. Two additional vessels conducted ship-to-ship transfers off the coast of Oman. exchange.energyflux.news/t/lng-tanke...

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Energy Flux @energyflux.bsky.social · 18/09/2026

ICYMI: 💥 Gastech 2026: LNG hype vs reality 💥 And human vs robot dance-off ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/gastech-202...

Energy Flux @energyflux.bsky.social · 18/09/2026

Nations are actively seeking alternative energy routes and supply chains to reduce reliance on the Strait of Hormuz. This strategic shift aims to mitigate geopolitical risks and ensure energy security amidst potential disruptions. exchange.energyflux.news/t/global-en...

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Energy Flux @energyflux.bsky.social · 18/09/2026

🚨 LATEST POST: 💥 Gastech 2026: LNG hype vs reality 💥 And human vs robot dance-off ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/gastech-202...

Energy Flux @energyflux.bsky.social · 18/09/2026

US LNG exports held steady at 36 cargoes for the week ending September 9, a marginal increase of three shipments from the prior week, according to the Energy Information Administration. exchange.energyflux.news/t/us-lng-sh...

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Energy Flux @energyflux.bsky.social · 18/09/2026

🚨 NEW POST: 💥 Gastech 2026: LNG hype vs reality 💥 And human vs robot dance-off ✍️ by sebkennedy.bsky.social Read more 👉 www.energyflux.news/gastech-202...

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Energy Flux @energyflux.bsky.social · 18/09/2026

Disruptions at Qatar's North Field and Iran's South Pars have idled approximately 4.5 billion cubic feet per day of Qatari gas processing capacity. Repairs are expected to take up to one year. exchange.energyflux.news/t/qatar-ira...

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Energy Flux @energyflux.bsky.social · 18/09/2026

Global LNG executives at Gastech in Bangkok stated the Middle East war should not impact long-term demand, but supply diversification and flexibility are now reinforced priorities for buyers. exchange.energyflux.news/t/lng-flexi...

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Energy Flux @energyflux.bsky.social · 17/09/2026

US natural gas pipeline buildout lags demand growth, creating constraints and price volatility. exchange.energyflux.news/t/us-natura...

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Energy Flux @energyflux.bsky.social · 17/09/2026

Europe faces a winter LNG price surge as storage levels sit at 67% and shipments through the Strait of Hormuz remain disrupted. exchange.energyflux.news/t/europe-ln...

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Energy Flux @energyflux.bsky.social · 17/09/2026

Asian LNG demand is forecast to fall for a second consecutive year in 2026, with analysts projecting a 3% to 10% decrease from 2025 levels. exchange.energyflux.news/t/asian-lng...

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Energy Flux @energyflux.bsky.social · 17/09/2026

Asian liquefied natural gas (LNG) demand is forecast to contract by 3-10% this year, marking the second consecutive annual decline. exchange.energyflux.news/t/asian-lng...

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Energy Flux @energyflux.bsky.social · 17/09/2026

Asian liquefied natural gas (LNG) imports are forecast to hit an eight-year low in September, with arrivals projected at 20.09 million metric tons. High spot prices are deterring buyers in China and South Asia. exchange.energyflux.news/t/lng-price...

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Energy Flux @energyflux.bsky.social · 17/09/2026

Asia's liquefied natural gas (LNG) imports are projected to reach 20.09 million metric tons in September, the lowest figure for the month since 2018. High spot prices are deterring buyers in China and South Asia. exchange.energyflux.news/t/asia-lng-...

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Energy Flux @energyflux.bsky.social · 16/09/2026

Equinor targets growing its global LNG portfolio to 10-15 million tons annually by the early 2030s, seeking to supply European and Asian markets. The company is finalizing a second Asian supply deal and expects U.S. exchange.energyflux.news/t/equinor-t...

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Energy Flux @energyflux.bsky.social · 16/09/2026

The Gastech 2026 forum has seen multiple long-term LNG term deals announced, with the ongoing Middle East conflict a dominant topic of discussion. exchange.energyflux.news/t/gastech-2...

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Energy Flux @energyflux.bsky.social · 16/09/2026

Europe's gas storage levels are projected to reach emergency lows in the first quarter. This trajectory implies upward pressure on TTF front-month contracts as the market prices in the reduced buffer against demand surges or supply interruptions. exchange.energyflux.news/t/europe-ga...

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Energy Flux @energyflux.bsky.social · 16/09/2026

Long-term Liquefied Natural Gas (LNG) deals signed in 2026 signal robust demand expectations, despite current market volatility. exchange.energyflux.news/t/lng-deals...

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Energy Flux @energyflux.bsky.social · 16/09/2026

Asian and European LNG buyers are increasingly demanding flexibility in long-term supply contracts, seeking options for variable delivery volumes and alternative destinations. exchange.energyflux.news/t/lng-buyer...

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Energy Flux @energyflux.bsky.social · 15/09/2026

Natural gas buyers are altering procurement strategies following a second energy crisis in four years that has disrupted markets, according to McKinsey & Company. exchange.energyflux.news/t/lng-buyer...

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Energy Flux @energyflux.bsky.social · 15/09/2026

European Union imports of Russian LNG fell to a multiyear low in August. Arctic LNG cargoes were diverted to Asia via the Northern Sea Route ahead of the winter freeze-up, signalling a strategic shift in energy flows. exchange.energyflux.news/t/eu-front-...

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Energy Flux @energyflux.bsky.social · 15/09/2026

LNG buyers are accelerating discussions for US-sourced cargoes as instability around the Strait of Hormuz intensifies. The ongoing conflict involving Iran has prompted a strategic pivot away from Middle Eastern suppliers. exchange.energyflux.news/t/lng-buyer...

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Energy Flux @energyflux.bsky.social · 15/09/2026

Global LNG trade is projected to reach 800 billion cubic meters by 2031, according to projections. exchange.energyflux.news/t/lng-trade...

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