Regime Change in European Power and Gas Markets
The HC Commodities Podcast
Navigating Gas Markets in Transition
Current gas markets are experiencing significant volatility, particularly in Europe, where supply uncertainties, especially regarding Russian supplies, and winter weather concerns create nervousness despite high stock levels. This winter is anticipated to remain challenging as market players remain sensitive to these supply issues. However, the longer-term outlook appears more promising, with the introduction of new capacity from US and Qatar liquefied natural gas terminals expected by the mid-2020s. The anticipated increase of 100 bcm in capacity during the 2025-2026 period suggests that the global energy market may trend towards surplus.
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