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Up, up, and away: JKM surges on tighter supply, bringing TTF higher
Manage episode 280236896 series 2641801
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, dive into the dynamics driving the meteoric rise of JKM in December, stretching from constraints in the Panama Canal to role of freight rates & reloads in driving JKM higher.
While this has pulled TTF higher, NYMEX Henry Hub has continued to be overwhelmed by bearish elements. Will this continue into core winter demand months?
590 つのエピソード
Manage episode 280236896 series 2641801
Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, dive into the dynamics driving the meteoric rise of JKM in December, stretching from constraints in the Panama Canal to role of freight rates & reloads in driving JKM higher.
While this has pulled TTF higher, NYMEX Henry Hub has continued to be overwhelmed by bearish elements. Will this continue into core winter demand months?
590 つのエピソード
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