ERDGAS ISIN: XD0002745517 Forum: Rohstoffe Thema: Hauptdiskussion

Nat-Gas Prices Gain as Polar Air Pushes Into the U.S. https://www.nasdaq.com/articles/nat-gas-prices-gain-as-polar-air-pushes-into-the-u.s.

What is setting global gas prices? Wild swings in global gas prices across the last 3 years have greatly increased focus on a simple question: what is it that drives gas price levels? The answer in the very short term (e.g. the next hour) is market flows i.e. transactions of traders buying & selling gas. The answer in the very long term (e.g. 10 years+) is there is a loose but powerful influence of the long run marginal cost of incremental supply. https://timera-energy.com/what-is-setting-global-gas-prices/

This Winter Could Usher In A Storm For LNG Markets: The calmness in the LNG market could turn into volatile turbulence again if fresh supply concerns emerge. LNG demand in both Asia and Europe has increased this month compared to October. Kpler: European LNG imports are also on the rise and expected this month to be at their highest level since May. https://oilprice.com/Energy/Natural-Gas/This-Winter-Could-Usher-In-A-Storm-For-LNG-Markets.html

Fällt und fällt immer weiter... Wird der Preis im November unter 3 USD fallen, was meint ihr...

US-Studie: Importiertes LNG viel klimaschädlicher als Kohle https://www.finanznachrichten.de/nachrichten-2023-11/60636085-us-studie-importiertes-lng-viel-klimaschaedlicher-als-kohle-007.htm Studie: https://www.research.howarthlab.org/publications/Howarth_LNG_assessment_preprint_archived_2023-1103.pdf

Europe Taps Record-High Natural Gas Storage As Temperatures Drop https://oilprice.com/Latest-Energy-News/World-News/Europe-Taps-Record-High-Natural-Gas-Storage-As-Temperatures-Drop.html

US natgas output and demand to hit record highs in 2023 -EIA https://www.hellenicshippingnews.com/us-natgas-output-and-demand-to-hit-record-highs-in-2023-eia-2/

Competitive advantage: CCGTs vs OCGTs vs engines: Margins have normalised again in 2023. Gas fired plants remain a key source of flexibility but in a world of increasing renewable output, competitive advantage is becoming increasingly important. https://timera-energy.com/competitive-advantage-ccgts-vs-ocgts-vs-engines/

As exposures mount, energy firms take up credit optimisation: Energy turmoil spurs demand for new counterparty rebalancing services in gas and power markets https://www.risk.net/derivatives/7958160/as-exposures-mount-energy-firms-take-up-credit-optimisation

LNG Trading Made The Difference For Oil Supermajors In Q3 https://www.zerohedge.com/markets/lng-trading-made-difference-oil-supermajors-q3

New Forecast Reveals Strong El Niño May Boost Wintery Activity Across Mid-Atlantic https://www.zerohedge.com/weather/new-forecast-reveals-strong-el-nino-may-boost-wintery-activity-across-mid-atlantic

Second gas cargo heads to Finland’s LNG terminal after pipeline rupture https://www.hellenicshippingnews.com/second-gas-cargo-heads-to-finlands-lng-terminal-after-pipeline-rupture/

EU’s LNG Imports Rise By 4.4% So Far in 2023 https://www.hellenicshippingnews.com/eus-lng-imports-rise-by-4-4-so-far-in-2023/

US natgas prices jump 5% to 8-month high on small storage build, lower output https://www.marketscreener.com/quote/index/S-P-GSCI-NATURAL-GAS-INDE-46869167/news/US-natgas-prices-jump-5-to-8-month-high-on-small-storage-build-lower-output-44993267/

Gas needed for decades to come: OGT2023 Gas has a key role to play in the energy transition https://www.naturalgasworld.com/gas-needed-for-decades-to-come-ogt2023-108019

Naftogaz CEO Oleksiy Chernyshov says Ukraine “cannot extend” the current contract with Russia for gas transit to the EU https://www.naftogaz.com/en/interviews/ukraine-will-not-extend-gas-transit-contract-with-russia-interview-deutsche-welle