Seb Kennedy is founding editor of Energy Flux, an independent newsletter all about the energy transition. Seb has written about energy markets since 2008 for a variety of industry publications and energy consultancies.
The US is now a world-beating gas exporter, but the spoils of LNG market dominance are increasingly coming at the expense of US consumers via higher gas prices. Renewables stand to benefit, but tail risks abound.
Poland barely blinked when Russia cut off gas flows, thanks to judicious energy planning by Warsaw, but new research suggests Poland risks sleepwalking into a gas supply deficit as ageing coal plants close.
Market-based pricing for gas saved EU consumers billions – until this winter’s energy crunch came along. Europe’s exposure to fossil fuel volatility will actually increase during the clean energy transition.