🎧 Europe is waking up to the TTF speculation problem

Welcome back to the Energy Flux podcast, which delves into the world of European natural gas and global LNG markets.The main story featured in this week’s show is:* Italy calls for EU investigation into speculation on TTF inflating gas prices (Montel News, QualEnergia)In response to reader questions, I discussed:* The EU Commission’s draft plan to consider US LNG equity investments to ward off Trump trade war (Politico)* The impact of Trump’s incoming 25% steel tariff on US LNG projects* Outlook for prices during the LNG ‘glut’ and potential for demand response from Asian buyers* The excess LNG problem: Japan’s LNG buyers are over-contracted (IEEFA)I also referenced the following Energy Flux articles:* Gas, carbon and the geopolitical web (link)* Sizing up the LNG glut (part one and two)Happy listening!— SebP.S. If you want to ask a question or make a comment for the next episode, send me a message. I prioritise Q&A requests from paying subscribers 😇To hear more, visit www.EnergyFlux.news