ERDGAS ISIN: XD0002745517 Forum: Rohstoffe Thema: Hauptdiskussion

Was meint ihr wird es steigen wider ?

Middle East gas industry 'more exposed' than oil due to war: S&P https://www.zawya.com/en/world/middle-east/middle-east-gas-industry-more-exposed-than-oil-due-to-war-s-and-p-wuv3ed4p

WoodMac’s Gas, LNG & Future of Energy conference – takeaways: 1. European LNG demand: policy risk is hampering long-term investment https://www.woodmac.com/news/the-edge/gas-lng-future-of-energy-conference-five-takeaways/

Energiewirtschaft: Ohne rasche Ausschreibungen für Gaskraftwerke ist Kohle-Ausstieg 2030 nicht zu schaffen https://www.presseportal.de/pm/58964/5652251

Policies Subdue China's Gas Demand Outlook: China is taking a more calibrated approach to its coal-to-gas switching policy by prioritizing gas availability and affordability. https://www.energyintel.com/0000018b-d142-dac7-a7ab-ddda2b690000

U.S. Commodity Futures Trading Commission: Energy and Environmental Markets Advisory Committee meeting on 13 November in Washington, D.C - EEMAC Physical Energy Infrastructure Subcommittee : subcommittee has established three working groups (petroleum, natural gas, and electricity) and will provide insights of the current state of the physical infrastructure and their intersection with derivatives markets. https://www.cftc.gov/Webcast/current

Panama Kanal liegt auf dem Trockenen. Ich wittere breits eine gute Arbitrage Chance im JKM-TTF Spread. TTF https://www.ice.com/products/27996665/Dutch-TTF-Gas-Futures/data?marketId=5667240

ICIS TOPIC PAGE: War in Ukraine, gas crisis. This topic page examines the impact of the Ukraine conflict on oil, gas, fertilizer and chemical markets. https://www.icis.com/explore/resources/news/2023/11/17/10733319/topic-page-war-in-ukraine-gas-crisis/

Burning Coal To Survive Climate Change https://www.noemamag.com/burning-coal-to-survive-climate-change/ ... “despite global efforts to transition several major energy systems away from fossil fuels, the coal trade is still active and growing, giving strong support to the seaborne dry bulk trade. Reviewing the recent dry bulk freight rate rally, the Indonesian coal trade is clearly a significant factor which played a major role in the rally. https://www.hellenicshippingnews.com/coals-resurgence-going-strong-boosting-demand-for-bulkers/

U.S. LNG Exporters Seek Alternative Routes to Asia as Panama Canal Bottleneck Worsens: A persistent drought impacting the Panama Canal has left LNG shippers with a few alternatives; either wait for weeks in a growing queue, pay exorbitant prices to jump the line or take a long detour. https://www.naturalgasintel.com/u-s-lng-exporters-seek-alternative-routes-to-asia-as-panama-canal-bottleneck-worsens/

Unlocking Central Asia’s Gas Transit Potential via the Caspian-EU Green Corridor: The increasing energy demand within the European Union, a major global consumer, has been driving new projects, and especially as the EU looks for new energy suppliers. https://www.silkroadbriefing.com/news/2023/11/14/unlocking-central-asias-gas-transit-potential-via-the-caspian-eu-green-corridor/

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