Seb Kennedy
@sebkennedy.bsky.social
Founding editor of Energy Flux — the home of fiercely independent energy market analysis
Free newsletter: www.EnergyFlux.news
Free newsletter: www.EnergyFlux.news
Pinned
💥 Energy Flux 💥
Fiercely independent energy market analysis
www.energyflux.news
Well hello there. I have finally done something I should have done years back and opened a BlueSky account.
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
Trump’s plan to corral Big Oil back into #Venezuela faces a burning issue: 𝐚𝐧 𝐞𝐩𝐢𝐜 𝐠𝐚𝐬 𝐟𝐥𝐚𝐫𝐢𝐧𝐠 𝐩𝐫𝐨𝐛𝐥𝐞𝐦 🔥
January 16, 2026 at 11:51 AM
Trump’s plan to corral Big Oil back into #Venezuela faces a burning issue: 𝐚𝐧 𝐞𝐩𝐢𝐜 𝐠𝐚𝐬 𝐟𝐥𝐚𝐫𝐢𝐧𝐠 𝐩𝐫𝐨𝐛𝐥𝐞𝐦 🔥
My latest for Energy Flux:
💥 APLNG’s billion-dollar price cut 💥
HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction
Check it out 👉 www.energyflux.news/aplng-billi...
💥 APLNG’s billion-dollar price cut 💥
HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction
Check it out 👉 www.energyflux.news/aplng-billi...
January 16, 2026 at 12:50 AM
My latest for Energy Flux:
💥 APLNG’s billion-dollar price cut 💥
HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction
Check it out 👉 www.energyflux.news/aplng-billi...
💥 APLNG’s billion-dollar price cut 💥
HOT TAKE: APLNG-Sinopec contract price review speaks volumes about Asian demand & market direction
Check it out 👉 www.energyflux.news/aplng-billi...
Reposted by Seb Kennedy
Reposted by Seb Kennedy
Germany, the Netherlands, Sweden and Canada are sending troops to Greenland amid continued threats from U.S. President Donald Trump to annex the territory, multiple outlets reported. #FAFO
www.newsweek.com/greenland-ge...
www.newsweek.com/greenland-ge...
Germany, other NATO allies sending troops to Greenland amid Trump threats
Trump said Wednesday that anything less than U.S. control of Greenland would be "unacceptable" in a warning to NATO allies.
www.newsweek.com
January 14, 2026 at 8:38 PM
Germany, the Netherlands, Sweden and Canada are sending troops to Greenland amid continued threats from U.S. President Donald Trump to annex the territory, multiple outlets reported. #FAFO
www.newsweek.com/greenland-ge...
www.newsweek.com/greenland-ge...
Reposted by Seb Kennedy
Britain has evacuated its ambassador and all embassy staff from Iran, a UK official said Wednesday, as US President Donald Trump weighs launching strikes against the Islamist regime.
UK ambassador and all embassy staff evacuated from Iran
The move comes after the US ordered the evacuation of personnel from its largest Middle East base as President Donald Trump considers military action against the regime.
www.politico.eu
January 14, 2026 at 10:30 PM
Britain has evacuated its ambassador and all embassy staff from Iran, a UK official said Wednesday, as US President Donald Trump weighs launching strikes against the Islamist regime.
Reposted by Seb Kennedy
BREAKING: Venezuela’s new presidente gives his first public address.
January 11, 2026 at 11:16 AM
BREAKING: Venezuela’s new presidente gives his first public address.
BREAKING: Venezuela’s new presidente gives his first public address.
January 11, 2026 at 11:16 AM
BREAKING: Venezuela’s new presidente gives his first public address.
Reposted by Seb Kennedy
If you are trying to keep up with energy geopolitics, do give Seb a follow...
Excellent resource, thank you. Having only just joined I’m on the hunt for energy folk. I write about gas/LNG markets and geopolitics— and how they impact energy transition pace & trajectory
January 10, 2026 at 8:01 PM
If you are trying to keep up with energy geopolitics, do give Seb a follow...
The fragile peace in Caracas simply cannot last.
The US is trying to run Venezuela remotely by holding a gun to the head of Delcy Rodriguez.
There’s only so long she can do Trump’s bidding and keep the Chavista militias at bay.
More 👇
www.energyflux.news/venezuela-ca...
The US is trying to run Venezuela remotely by holding a gun to the head of Delcy Rodriguez.
There’s only so long she can do Trump’s bidding and keep the Chavista militias at bay.
More 👇
www.energyflux.news/venezuela-ca...
Venezuela: what happens next?
Chaos looms after audacious decapitation of Maduro regime
www.energyflux.news
January 10, 2026 at 10:41 AM
The fragile peace in Caracas simply cannot last.
The US is trying to run Venezuela remotely by holding a gun to the head of Delcy Rodriguez.
There’s only so long she can do Trump’s bidding and keep the Chavista militias at bay.
More 👇
www.energyflux.news/venezuela-ca...
The US is trying to run Venezuela remotely by holding a gun to the head of Delcy Rodriguez.
There’s only so long she can do Trump’s bidding and keep the Chavista militias at bay.
More 👇
www.energyflux.news/venezuela-ca...
Today’s White House meeting with Big Oil CEOs was a big flop
Exxon super cautious about returning to Venezuela; Chevron just planning to milk its assets there.
Exxon had its Venezuela assets expropriated twice
Chevron is the last US oil company left there
www.reuters.com/business/ene...
Exxon super cautious about returning to Venezuela; Chevron just planning to milk its assets there.
Exxon had its Venezuela assets expropriated twice
Chevron is the last US oil company left there
www.reuters.com/business/ene...
Exxon studies Venezuela return as Chevron plots immediate production bump
Exxon Mobil CEO Darren Woods said on Friday the U.S. oil major is ready to evaluate a potential return to Venezuela in what would be a stunning development after its assets in the South American count...
www.reuters.com
January 10, 2026 at 12:23 AM
Today’s White House meeting with Big Oil CEOs was a big flop
Exxon super cautious about returning to Venezuela; Chevron just planning to milk its assets there.
Exxon had its Venezuela assets expropriated twice
Chevron is the last US oil company left there
www.reuters.com/business/ene...
Exxon super cautious about returning to Venezuela; Chevron just planning to milk its assets there.
Exxon had its Venezuela assets expropriated twice
Chevron is the last US oil company left there
www.reuters.com/business/ene...
Reposted by Seb Kennedy
I shamelessly stole a turn of phrase from Seb's most recent newsletter for an important email today.
Definitely someone you should follow for energy news and analysis.
Definitely someone you should follow for energy news and analysis.
Well hello there. I have finally done something I should have done years back and opened a BlueSky account.
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
💥 Energy Flux 💥
Fiercely independent energy market analysis
www.energyflux.news
January 9, 2026 at 7:14 PM
I shamelessly stole a turn of phrase from Seb's most recent newsletter for an important email today.
Definitely someone you should follow for energy news and analysis.
Definitely someone you should follow for energy news and analysis.
Reposted by Seb Kennedy
glad you're here.
Follow Seb for great LNG analysis
Follow Seb for great LNG analysis
Well hello there. I have finally done something I should have done years back and opened a BlueSky account.
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
💥 Energy Flux 💥
Fiercely independent energy market analysis
www.energyflux.news
January 9, 2026 at 7:18 PM
glad you're here.
Follow Seb for great LNG analysis
Follow Seb for great LNG analysis
My latest rant in these wild times.
Europe's post-2022 pivot into US LNG dependence was necessary and painful.
The tragedy is Europe traded affordability for security, only to find that its 'friendly supplier' and security guarantor is a now a rogue state
Europe's post-2022 pivot into US LNG dependence was necessary and painful.
The tragedy is Europe traded affordability for security, only to find that its 'friendly supplier' and security guarantor is a now a rogue state
January 9, 2026 at 5:26 PM
My latest rant in these wild times.
Europe's post-2022 pivot into US LNG dependence was necessary and painful.
The tragedy is Europe traded affordability for security, only to find that its 'friendly supplier' and security guarantor is a now a rogue state
Europe's post-2022 pivot into US LNG dependence was necessary and painful.
The tragedy is Europe traded affordability for security, only to find that its 'friendly supplier' and security guarantor is a now a rogue state
Well hello there. I have finally done something I should have done years back and opened a BlueSky account.
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
💥 Energy Flux 💥
Fiercely independent energy market analysis
www.energyflux.news
January 9, 2026 at 5:17 PM
Well hello there. I have finally done something I should have done years back and opened a BlueSky account.
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
👋 Hi, I'm Seb Kennedy, energy journalist and founding editor of Energy Flux - a fiercely independent source of market news and analysis.
Check out the free newsletter: www.energyflux.news
Reposted by Seb Kennedy
While the US abandons the EU on the security front, the EU is looking to invest in US LNG companies. Seb Kennedy points out the folly.
"this approach smacks of desperation, raising serious questions about both fiscal prudence and the EU’s longstanding commitment to climate leadership."
"this approach smacks of desperation, raising serious questions about both fiscal prudence and the EU’s longstanding commitment to climate leadership."
Dismantling the EU’s flawed equity LNG plan
HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment
www.energyflux.news
February 24, 2025 at 2:55 PM
While the US abandons the EU on the security front, the EU is looking to invest in US LNG companies. Seb Kennedy points out the folly.
"this approach smacks of desperation, raising serious questions about both fiscal prudence and the EU’s longstanding commitment to climate leadership."
"this approach smacks of desperation, raising serious questions about both fiscal prudence and the EU’s longstanding commitment to climate leadership."
Reposted by Seb Kennedy
The natural gas transmission system in Sudzha is on fire after being hit by a drone, Seb Kennedy writes based on social media posts.
Unclear how this affects (technically, politically, commercially) misguided debates to quickly revamp Ukrainian gas transit.
www.energyflux.news/p/sudzha-burns
Unclear how this affects (technically, politically, commercially) misguided debates to quickly revamp Ukrainian gas transit.
www.energyflux.news/p/sudzha-burns
March 21, 2025 at 11:55 AM
The natural gas transmission system in Sudzha is on fire after being hit by a drone, Seb Kennedy writes based on social media posts.
Unclear how this affects (technically, politically, commercially) misguided debates to quickly revamp Ukrainian gas transit.
www.energyflux.news/p/sudzha-burns
Unclear how this affects (technically, politically, commercially) misguided debates to quickly revamp Ukrainian gas transit.
www.energyflux.news/p/sudzha-burns
Reposted by Seb Kennedy
A brilliant piece by Seb Kennedy - laying out why it would be foolish for the EU to throw taxpayer money at LNG export terminals
Dismantling the EU’s flawed equity LNG plan www.energyflux.news/p/dismantlin...
Dismantling the EU’s flawed equity LNG plan www.energyflux.news/p/dismantlin...
Dismantling the EU’s flawed equity LNG plan
HOT TAKE: The EU wants to gamble taxpayer money on US LNG at the worst possible moment
www.energyflux.news
February 24, 2025 at 10:11 AM
A brilliant piece by Seb Kennedy - laying out why it would be foolish for the EU to throw taxpayer money at LNG export terminals
Dismantling the EU’s flawed equity LNG plan www.energyflux.news/p/dismantlin...
Dismantling the EU’s flawed equity LNG plan www.energyflux.news/p/dismantlin...
Reposted by Seb Kennedy
Seb Kennedy is a great gas market analyst. And he has lived and worked in Venezuela. His take on things is definitely worth your time.
Venezuela: what happens next?
Chaos looms after audacious decapitation of Maduro regime
www.energyflux.news
January 4, 2026 at 6:47 PM
Seb Kennedy is a great gas market analyst. And he has lived and worked in Venezuela. His take on things is definitely worth your time.
Reposted by Seb Kennedy
I don't actually remember where & when I first came across Seb Kennedy, but he's a great data-driven energy journalist, and this article on his Energy Flux substack is free.
open.substack.com/pub/energyfl...
open.substack.com/pub/energyfl...
Fever pitch
Market uncertainty is reaching 2022 proportions, but not all risks are being priced equally | EU LNG Chart Deck: 25 November 2024
open.substack.com
November 25, 2024 at 8:36 AM
I don't actually remember where & when I first came across Seb Kennedy, but he's a great data-driven energy journalist, and this article on his Energy Flux substack is free.
open.substack.com/pub/energyfl...
open.substack.com/pub/energyfl...
Reposted by Seb Kennedy
Have a listen to Seb Kennedy of Energy Flux explain LNG is all hype and no longevity www.linkedin.com/posts/sebken...
LNG deals abound at Gastech, but is it a bubble? | Seb Kennedy posted on the topic | LinkedIn
Even before Gastech Exhibition & Conference even got underway, the press releases started dropping in. Big LNG deals being signed, on top of what's been a frenzied period of deal-making.
With an imme...
www.linkedin.com
September 14, 2025 at 6:06 PM
Have a listen to Seb Kennedy of Energy Flux explain LNG is all hype and no longevity www.linkedin.com/posts/sebken...