Welcome back to the Energy Flux podcast, which 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 Chart Deck.
In response to a reader question, I also discussed the correlation between TTF and Henry Hub — the benchmark for natural gas in North America — and how this is evolving with the unstoppable rise of US LNG.
Don’t forget to send me your questions, comments and observations for the next episode. I read everything, and love hearing from listeners. Just hit reply to any email, or send me a direct message via Flux Exchange.
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Happy listening!
— Seb
To hear more, visit www.EnergyFlux.news
