PodcastyBiznesThe Energy Flux podcast

The Energy Flux podcast

Seb Kennedy
The Energy Flux podcast
Najnowszy odcinek

16 odcinków

  • The Energy Flux podcast

    US-Iran war: Armageddon deferred?

    26.03.2026 | 20 min.
    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.

    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.

    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.

    Chapters
    00:00 - Decoding the significance of the latest 'TACO'
    03:00 - Regime change and future Middle East energy exports
    08:28 - The inevitability of irreversible gas demand destruction
    13:14 - Iran ground invasion: unwinnable war?
    22:12 - Unenviable choices: global economy and deepening supply deficit

    Sign up for the free newsletter: www.EnergyFlux.news
  • The Energy Flux podcast

    The Middle East energy war is out of control

    19.03.2026 | 28 min.
    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.

    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.

    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 on the ground vs. cautious market pricing, and the inadequacy of conventional geopolitical analysis in the face of irrational actors on the global stage.

    Chapters
    00:00 Update on Middle East Energy War
    07:31 Initial Market Response
    14:17 Physical Reality vs. Market Pricing
    27:05 Regional Instability and Broader Escalation

    Sign up for the free newsletter: www.EnergyFlux.news
  • The Energy Flux podcast

    The Pain Factor: Why markets anticipate a long Hormuz closure

    13.03.2026 | 40 min.
    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.

    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.

    They discuss how physical and financial market players in the European gas market are positioning to manage risk and capitalise on the repercussions of prolonged loss of 20% of global LNG supply.

    And they explore the yawning gap between political rhetoric and physical reality on the ground in the Persian Gulf.

    Article referenced:
    US LNG war profits, quantified (Energy Flux)
    Hormuz closure triggers record TTF liquidation (Energy Flux)

    Chapters
    00:00 Welcome to the Podcast and Guest Introduction
    02:30 Hormuz Crisis Duration, and the Pain Factor in Diplomacy
    05:31 US LNG Windfall Profits: Winners & Losers from Iran War
    11:00 Impact on US Consumers and America's Domestic Gas Market
    18:25 Diverse Uses of LNG Across Emerging Markets
    24:19 Politics and Market Perception of Hormuz Closure
    32:26 Impact of Unforeseen Outages and Future Market Conditions

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  • The Energy Flux podcast

    Scarcity, Abundance and Urgency: How Natural Gas Prices Dictate the Pace of Energy Transition

    22.12.2025 | 21 min.
    In this episode of the Energy Flux podcast, host Seb Kennedy explores the evolving landscape of energy markets, focusing on the implications of gas pricing on the energy transition.

    He discusses the potential for cheaper gas to impact investments in renewable energy technologies and the mindset shifts among policymakers as energy crises recede.

    The monologue also delves into the future of liquefied natural gas (LNG) and the volatility of energy markets, emphasising the need for strategic planning in the face of potential shortages in the coming years.

    🎦 Watch video version: Energy Flux YouTube page
    Takeaways
    The energy crisis is shifting towards a more stable pricing environment.
    Cheaper gas may hinder the urgency of the energy transition.
    Policymakers may deprioritise energy security as crises fade.
    Abundance in energy can lead to complacency in innovation.
    The LNG market faces uncertainty with potential project cancellations.
    Investment in LNG infrastructure is becoming less attractive.
    Gas volatility underscores the need for strategic energy planning.
    The LNG industry itself is warning of a supply crunch in the early 2030s.
    Future energy policies must consider the potential for sudden market swings.
    Chapters
    00:00 Talking Gas Outside the Kings Cross Gasometer Buildings
    03:06 The Impact of Cheap Gas on Energy Transition
    04:37 Policy Challenges and Mindset Shifts
    08:17 The Future of LNG Projects and Market Dynamics
    14:34 The Paradox of Energy Abundance and Complacency

    For more info and to subscribe, head to www.EnergyFlux.news
  • The Energy Flux podcast

    The Illusion of Power: Empty Threats & New Dependencies in a Fragmented Energy World

    09.11.2025 | 15 min.
    In this episode, ⁠Energy Flux ⁠founding editor Seb Kennedy discusses the latest developments in energy diplomacy.

    Chief among these is the European Union's recent decision to ban Russian LNG; the implications for EU aspirations of energy independence; and the trade-offs of relying on allies like the US and Qatar, which are using the EU's own sustainability regulations as a tool of diplomatic coercion.

    He also covers the US sanctions on Russian oil companies Rosneft and Lukoil, and the complexities of enforcing these measures. Seb connects the dots to uncover a troubling picture of geopolitical dysfunction, where decisive actions are undercut by empty threats and a glaring lack of enforcement.

    Are we witnessing a coherent strategy, or just a series of volatile half-measures that create the illusion of power?

    Key Topics Discussed:

    The EU's Accelerated LNG Ban: Why the 2027 deadline is a bigger deal than it seems, and the logistical headaches it creates for Central Europe.
    The Dependency Pivot: How swapping Russian gas for US LNG creates a new set of vulnerabilities.
    Empty Threats: Deconstructing why the US and Qatar's warnings over EU sustainability rules are a bluff that collapses under scrutiny.
    Sanctions & Enforcement: Analysing the new US sanctions on Lukoil and Rosneft, and why their success hinges on an enforcement track record that's far from perfect.

    To find out more about Energy Flux and to sign up for free updates, head to ⁠www.EnergyFlux.news⁠.

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O 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
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