ERDGAS ISIN: XD0002745517 Forum: Rohstoffe Thema: Hauptdiskussion

Gasdeal mit Tschechien macht Deutschland zum Drehkreuz für Flüssiggas– geplantes LNG-Terminal in Stade schon ausgebucht https://www.businessinsider.de/wirtschaft/fluessiggas-lng-deal-mit-tschechien-macht-deutschland-zum-drehkreuz-terminal-stade-ausgebucht/

Hormus-Sperrung kann EU-Gaspreis auf 180 EUR heben https://www.montelnews.com/de/news/1531937/hormus-sperrung-kann-eu-gaspreis-auf-180-eur-heben--analyst

ENSO: Recent Evolution, Current Status and Predictions: El Niño will continue through the Northern Hemisphere spring 2024. A moderate-to-strong El Niño is favored in December-February (ONI between 1.0ºC and 2.0ºC). https://www.cpc.ncep.noaa.gov/products/analysis_monitoring/lanina/enso_evolution-status-fcsts-web.pdf

Gas prices rebound on colder, calmer forecasts https://www.montelnews.com/de/news/1531625/gas--prices-rebound-on-colder-calmer-forecasts

Cold Blast Across Europe To Intensify Next Week As Gas Markets Remain Uncertain https://www.zerohedge.com/commodities/cold-blast-across-europe-intensify-next-week-gas-markets-remain-uncertain

Auf jeden Fall......

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/