Regime Change in European Power and Gas Markets
The HC Commodities Podcast
Shifting Dynamics of the Global Gas Market
This chapter analyzes the evolving landscape of the global gas market, where U.S. and Qatari LNG capacities are anticipated to reshape European energy supply. It discusses the implications of increasing U.S. LNG imports and their potential to balance gas prices between regions, while grappling with geopolitical tensions and market volatility. The speakers highlight the importance of long-term LNG contracts and the challenges faced by European traders amidst shifting demand and decarbonization efforts.
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