使用Player FM应用程序离线!
Winter is coming, with little gas flowing from Russia...can the US meet Europe’s demand?
Manage episode 378973846 series 2641801
With bearish fundamentals characterizing the global LNG market, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent decoupling between LNG and natural gas in Europe, the US has played an even larger role in the region’s energy security.
Global LNG markets have changed dramatically over the past year, with the record prices and extreme volatility of 2022 giving way to more bearish fundamentals ahead of the coming winter. Under those circumstances, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent decoupling between LNG and natural gas in Europe, the US has played an even larger role in the region’s energy security.
In this podcast, S&P Global Commodity Insights' Americas and Atlantic LNG experts Corey Paul and Margaret Rogers examine how well the US is placed as a supplier this winter as Europe navigates another peak demand season following the loss of Russian pipeline gas.
Related prices: LNG FOB US Gulf Coast Cargo (LGCSM01) LNG DES Northwest Europe Marker (AASXU00) LNG DES JKM Spot Cargo (AAOVQ00)
599集单集
Manage episode 378973846 series 2641801
With bearish fundamentals characterizing the global LNG market, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent decoupling between LNG and natural gas in Europe, the US has played an even larger role in the region’s energy security.
Global LNG markets have changed dramatically over the past year, with the record prices and extreme volatility of 2022 giving way to more bearish fundamentals ahead of the coming winter. Under those circumstances, what role will US exporters play for Europe this winter? Following the Russian invasion of Ukraine in early 2022 and subsequent decoupling between LNG and natural gas in Europe, the US has played an even larger role in the region’s energy security.
In this podcast, S&P Global Commodity Insights' Americas and Atlantic LNG experts Corey Paul and Margaret Rogers examine how well the US is placed as a supplier this winter as Europe navigates another peak demand season following the loss of Russian pipeline gas.
Related prices: LNG FOB US Gulf Coast Cargo (LGCSM01) LNG DES Northwest Europe Marker (AASXU00) LNG DES JKM Spot Cargo (AAOVQ00)
599集单集
所有剧集
×欢迎使用Player FM
Player FM正在网上搜索高质量的播客,以便您现在享受。它是最好的播客应用程序,适用于安卓、iPhone和网络。注册以跨设备同步订阅。