Seb Kennedy

1 week ago | energyflux.news | Seb Kennedy

Amid rapidly deteriorating US-China trade relations, the Trump administration’s renewed support for the Mozambique LNG project is taking on new significance. The Export-Import Bank of the United States (EXIM) recently reapproved a $4.7 billion loan to bankroll the sprawling onshore development on the east coast of sub-Saharan Africa. Led by French oil major TotalEnergies, Mozambique LNG is a $20-30 billion megaproject with a nameplate capacity of 12.9 million tonnes per annum (mtpa).

2 weeks ago | energyflux.news | Seb Kennedy

There is a strange beauty in fractal geometry. The closer one looks, the more self-repeating intricate patterns appear — revealing a mesmerising order that challenges the constraints of human perception. There is a fractal quality to Donald Trump’s energy and trade policies. The closer one studies them, the more you see how each executive order spirals into a fractal of contradictions — each layer more nonsensical and counterproductive than the last.

2 weeks ago | energyflux.news | Seb Kennedy

Trump’s trade war is crashing the global economy and slamming the brakes on energy demand. Who’da thunk it?!As the rulebook for post-World War 2 globalised trade goes up in smoke, fear and confusion rein supreme. The market is struggling to parse the significance of the Trump administration’s sweeping tariffs and punitive reciprocal measures from America’s major trading partners. For the second time this decade, supply chains, capital flows and growth projections are all in rapid dizzying flux.

1 month ago | energyflux.news | Seb Kennedy

The Trump administration’s energy policy is full of contradictions. Not long ago, Energy Fluxexplored how the mission to maximise LNG exports runs counter to Donald Trump’s campaign promise to put ‘America first’ and keep domestic energy prices low. Now, there’s another paradox rearing its head: cheap oil will make US LNG less competitive in key importing markets across Asia.

1 month ago | energyflux.news | Seb Kennedy

The natural gas transmission system that used to pump Russian gas through Ukraine into Europe is ablaze after being struck by a drone, making a mockery of Donald Trump’s efforts to broker an ‘energy ceasefire’. Dramatic videos emerged on social media last night showing fires raging from the gas pumping station at Sudzha near the Kursk-Sumy border. Flows along this route were halted on 1 January 2025 when the Russia-Ukraine transit and interconnector agreement expired.