Seb Kennedy

Seb Kennedy, a leading market analyst and Founding Editor of Energy Flux, dives into the rapidly changing world of liquefied natural gas. He discusses the major influences shaping the market, including COVID-19, geopolitical tensions, and the surge in U.S. export capacity. Kennedy highlights Qatar's role as a low-cost producer and predicts a surplus in LNG supply due to large capacities from both the U.S. and Qatar. He also tackles the complexities of pricing and Europe’s intertwined challenges of decarbonization, security, and affordability.

Seb Kennedy, Founding Editor of Energy Flux, sheds light on the dynamic landscape of global gas markets. He discusses whether gas can still anchor European energy prices as renewable sources rise. There's a thought-provoking exploration of gas's potential transition to backup power and the implications of increased battery integration. Additionally, geopolitical factors, especially the Ukraine situation, are impacting future pricing regimes. Kennedy's insights into US and European LNG margins provide a captivating glimpse into what's ahead for the natural gas sector.

Seb Kennedy, an energy journalist and founder of Energy Flux, joins Baroness Bryony Worthington to dissect the complexities of today’s gas markets. They explore the UK’s heavy reliance on Norwegian gas and the impacts of volatile prices amid global tensions. Seb outlines a potential LNG supply wave, the risks of demand destruction, and the challenges of electrification. They debate whether governments should intervene in gas deals and examine Norway's role in stabilizing energy for the UK while considering the implications of market speculation on consumers.

Seb Kennedy, founder of Energy Flux and gas market analyst, breaks down the January 2026 gas chaos. He walks through short-squeeze mechanics in Europe. He explains US freeze-offs and the sudden Henry Hub jump. He discusses LNG export constraints, geopolitics from Venezuela to Panama, and Pakistan's rooftop solar shift. He flags the big themes to watch in 2026.

Seb Kennedy, founder of Energy Flux and gas markets analyst, breaks down the January 2026 gas chaos. He unpacks short squeeze mechanics in European hubs. He explains US freeze-offs that sent Henry Hub soaring. He examines LNG export limits, geopolitical twists from Venezuela to Panama, and Pakistan’s solar surge versus LNG commitments.