Gas: Will fundamentals Trump geopolitics?

2025 is set to be a year of continuing geopolitical turmoil. Donald Trump’s return to the White House will raise the temperature further at a time of major instability in the Middle East along with Russia-Ukraine.

Questions remain over where Europe’s gas will come from and a key European power-player, Germany, faces fresh elections in February.

In this episode, we delve into the latest geopolitical developments, as well as the key fundamental drivers, and assess their likely impacts, with Wayne Bryan, Principal Associate at the London Stock Exchange Group (and formerly Director of LSEG’s European Gas Research).

Host: Richard Sverrisson - Editor-in-Chief, Montel

Guests: Wayne Bryan, Principal Associate (formerly Director, European Gas Research), London Stock Exchange Group; Andres Cala – Senior LNG Correspondent, Montel

Editor: Bled Maliqi