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Innhold levert av S&P Global Commodity Insights and P Global Commodity Insights. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av S&P Global Commodity Insights and P Global Commodity Insights eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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Gas pays the price

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Manage episode 306786185 series 2641801
Innhold levert av S&P Global Commodity Insights and P Global Commodity Insights. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av S&P Global Commodity Insights and P Global Commodity Insights eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Ciaran Roe and Ira Joseph break down the unprecedented price movements in recent LNG and gas markets. The discussion focuses on how we arrived at this point of unusual tightness and whether the conditions that brought us here will persist. Then the discussion turns to the evolving pricing relationship between JKM and TTF, how LNG imports have been trading above Europe’s main gas hub for months, and how the US Henry Hub fits into the mix. The final segment looks ahead to how short-term price volatility may trigger changes in long-term gas and LNG contracts and the types of indexation that will underpin them.

Note: Prices discussed as of date of recording 28th October 2021.

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591 episoder

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Gas pays the price

Commodities Focus

50 subscribers

published

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Manage episode 306786185 series 2641801
Innhold levert av S&P Global Commodity Insights and P Global Commodity Insights. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av S&P Global Commodity Insights and P Global Commodity Insights eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Ciaran Roe and Ira Joseph break down the unprecedented price movements in recent LNG and gas markets. The discussion focuses on how we arrived at this point of unusual tightness and whether the conditions that brought us here will persist. Then the discussion turns to the evolving pricing relationship between JKM and TTF, how LNG imports have been trading above Europe’s main gas hub for months, and how the US Henry Hub fits into the mix. The final segment looks ahead to how short-term price volatility may trigger changes in long-term gas and LNG contracts and the types of indexation that will underpin them.

Note: Prices discussed as of date of recording 28th October 2021.

  continue reading

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