ERDGAS ISIN: XD0002745517 Forum: Rohstoffe Thema: Hauptdiskussion

OPEC-Plus Oil Cuts May Drive U.S. Associated Natural Gas Production Momentum, Dampen Prices: OPEC-plus, the consortium of major oil producers led by Saudi Arabia, agreed to a substantial production cut late last week that could bolster prices and fuel more demand for Permian Basin crude. This, by extension, could drive continued lofty levels of associated natural gas from the prolific basin. https://www.naturalgasintel.com/opec-plus-oil-cuts-may-drive-u-s-associated-natural-gas-production-momentum-dampen-prices/

China, And All of Asia Gear Up For Russia’s Northern Sea Route Supply Chain. With the Suez now considered a risk, and EU gas supplies dead, Asia is intent on taking up Russia’s gas and supply chain volumes. https://www.silkroadbriefing.com/news/2023/12/04/china-and-all-of-asia-gear-up-for-russias-northern-sea-route-supply-chain/

Who are Yemen's Houthis? Iran-allied group threatens Red Sea shipping https://www.reuters.com/world/middle-east/who-are-yemens-houthis-iran-allied-group-threatens-red-sea-shipping-2023-12-04/

US-Kriegsschiff liefert sich Feuergefecht mit Huthi-Rebellen – Sorge vor Eskalation in Nahost https://www.handelsblatt.com/politik/international/israel-krieg-die-aktuelle-lage-us-kriegsschiff-liefert-sich-feuergefecht-mit-huthi-rebellen-sorge-vor-eskalation-in-nahost/100002053.html

Wenn jetzt noch gleichzeitig zum Panama Kanal der Suez Kanal auf Grund der Drohnen und Piratenangriffe dicht macht, dann haben wir wieder eine Super-Contango mit bis ins Minus fallenden Öl-/Gas-Exporten wie zu Corona-Zeiten: IEA "Engpässe im Roten Meer sind für den internationalen Öl- und Erdgasfluss von entscheidender Bedeutung" https://www.eia.gov/todayinenergy/detail.php?id=61025

Panama Canal Restrictions Spillover Effect To Hit LNG Trade: As many ships choose to forego passage through the Panama Canal, they must pass through the Suez Canal instead on their way to Asia. This, in turn, might create a shortage of ships to carry the LNG from the United States to Asia via the longer route because it would take each ship longer to reach its destination and return. https://oilprice.com/Energy/Natural-Gas/Panama-Canal-Restrictions-Spillover-Effect-To-Hit-LNG-Trade.html

Vessels statistics and transit backlog in the Panama Canal. Average days in queue of non-booked vessels ready for transit. Last 28 days!!!! https://apps.pancanal.com/t/TI/views/DashboardColadeEspera/DashboardCola-EN?%3AisGuestRedirectFromVizportal&%3Aembed=y&%3Ahighdpi

No reservation at Panama Canal? Prepare for a long wait. Waiting time triples – in some cases, quintuples – for ships without reservations https://www.freightwaves.com/news/no-reservation-at-panama-canal-prepare-for-a-long-wait

Warum sollten sie ?

Irgendwie kommen die Preise nicht hoch. Warum eigentlich ?

Investors flock to US natural gas ETF despite price slump https://www.hellenicshippingnews.com/investors-flock-to-us-natural-gas-etf-despite-price-slump/

European gas storage withdrawals are ramping up quickly https://www.europeangashub.com/european-gas-storage-withdrawals-are-ramping-up-quickly.html

Commission prolongs energy emergency measures by 12 months https://energy.ec.europa.eu/news/commission-prolongs-energy-emergency-measures-12-months-2023-11-28_en

OIES Energy Insight: European gas demand winter 2023/2024 outlook: rough estimates show that up to 20-30 bcm could be added if winter 2023/24 is much colder than winter 2022/23 https://t.co/XUAKcK8Q7M

MR Panama Canal Congestion: The congestion in the Panama Canal remained significant for MR https://www.hellenicshippingnews.com/mr-panama-canal-congestion-the-congestion-in-the-panama-canal-remained-significant-for-mr-which-had-a-positive-impact-on-usg-rates/

Europe Cannot Get Enough of US LNG - As exports of US LNG into Eastern Asia continue to be hindered by hefty congestion-driven delays in Panama Canal operations, the European continent has become the key outlet market for US liquefied gas exports. - Year-to-date imports of US LNG to Europe have already soared to 45.1 million tonnes in January-November, surpassing the full-year total of 2022 and setting the stage for a 10% year-on-year increase. https://oilprice.com/Energy/Energy-General/Europes-Insatiable-Hunger-for-LNG.html