In this week’s Resonance energy market podcast, Jeremy Nicholson talks to Alfa’s Dr Petra Puskarova about the continued challenges of gas flows into European energy markets and where there is value to be secured.
Topics discussed include:
- European LNG imports impacted and Nordstream flows have dropped
- If supplies don’t return following maintenance, we look at what it means for gas prices
- Gas demand moderation requested in Germany
- Oil prices are rangebound, driven by headlines and propped up by increasing demand from China
- Carbon is also rangebound following ETS reform approval, with upside movement expected due to coal demand this winter
- Spot prices for power remain high, while the curve shows significantly better value
- The winter ahead should not be your main concern