Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, are back, this time to lay out the bullish and bearish cases for Henry Hub, TTF and JKM heading into winter.
While the key element will be whether winter temperatures will arrive in key global demand markets, listen in to hear about how the interplay of declining US production, bulging US and European storage inventories, floating LNG storage, new pipeline infrastructure and Chinese demand will converge to drive pricing higher or lower.
Commodities Focus