The Energy Flux podcast

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 www.EnergyFlux.news

The Energy Flux podcast is a business podcast hosted by Seb Kennedy, with 17 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Seb Kennedy hosts The Energy Flux podcast, a business show with 17 episodes published.

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  The Energy Flux podcast

  Countdown to the Commodities Crunch

  May 19, 202639 minS0

  <p>Energy Flux founder Seb Kennedy is joined by pod partner Victor Ponsford to discuss stalled US-Iran diplomacy, the implications of differing Hormuz reopening scenarios, natural gas price volatility, energy market manipulation, and the outlook for next winter and beyond.</p><p></p><p>Seb talks through his latest Deep Dive into volatility, why hedge funds seem unable to extend their record net long bullish position in TTF futures, and how this could be keeping a lid on gas prices despite the bullish setup.</p><p></p><p>The discussion focusses on near-term risks to European energy security, and ends...

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  The Energy Flux podcast

  Groundhog Strait: Hormuz, LNG and prolonged uncertainty

  Apr 21, 202635 minS0

  <p>Energy Flux founder Seb Kennedy is joined by pod partner Victor Ponsford to discuss the latest diplomatic developments in the US-Iran war, ongoing tensions surrounding the Strait of Hormuz, and impacts on energy markets.</p><p></p><p>They explore modelling scenarios from the Energy Flux Hormuz Closure LNG Supply Impact Model, which quantifies whether and when the new wave of global LNG projects might offset lost Qatari and UAE capacity that's stuck behind the Hormuz chokepoint.</p><p></p><p>The discussion concludes with breaking news about Donald Trump's last-minute 'TACO' extension of the ceasefire, and the likelihood...

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  The Energy Flux podcast

  US-Iran war: Armageddon deferred?

  Mar 26, 202621 minS0

  <p>This emergency episode of the Energy Flux podcast discusses US President Donald Trump's decision to postpone his threat to destroy Iran's electricity system.</p><p></p><p>Host Seb Kennedy takes stock of the outlook for the Middle East energy way. He weighs up the implications of a diplomatic solution versus regime change in Iran on future Middle Eastern energy supply.</p><p></p><p>He explores the challenges faced in either scenario by Qatar's LNG industry, and for Asian LNG buyers who are bearing the brunt of the deepening global energy supply shock.</p><p></p><p>Chapters<...

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  The Energy Flux podcast

  The Middle East energy war is out of control

  Mar 19, 202628 minS0

  <p>This emergency episode of the Energy Flux podcast discusses the Israeli attack on Iran's South Pars natural gas field and retaliatory attacks on Qatar's LNG facilities.</p><p></p><p>Energy Flux founding editor Seb Kennedy is joined by Victor Ponsford, strategic energy communications consultant, to assess the wide-ranging impacts of these unprecedented events on global gas supply and energy stability.</p><p></p><p>They explore the market response, shipping and transit costs, deep geopolitical uncertainty, historical context, and the potential for broader escalation beyond the Middle East region. The conversation delves into the discrepancy between physical reality...

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  The Energy Flux podcast

  The Pain Factor: Why markets anticipate a long Hormuz closure

  Mar 13, 202641 minS0

  <p>In this episode, Energy Flux founder Seb Kennedy is joined by special guest Victor Ponsford, an independent energy strategic communications consultant, to discuss wide-ranging impacts of US/Israeli war in Iran on global LNG and gas markets.</p><p></p><p>The conversation delves into the likely duration of the Hormuz closure, and why political and military factors are conspiring to keep this strategic maritime chokepoint closed for months rather than weeks.</p><p></p><p>They discuss how physical and financial market players in the European gas market are positioning to manage risk and capitalise on the repercussions...

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