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OIES Podcast – Gas market update
Manage episode 407419459 series 3559985
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In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Mike Fulwood and Jack Sharples about the current state of the global gas market and the outlook for winter 2023/24 and summer 2024. After reviewing the stable state of Russian gas flows to Europe, Jack discusses the fluctuations in Norwegian flows and LNG send out in Europe, before Mike looks at global LNG supply and the recent surge in Asian gas demand, led by China and Japan. We then cover the state of European demand, which seems to have bottomed out, before considering the level of gas in storage at the start of winter and the use of storage facilities in Ukraine. We then preview the outlook for gas market over the winter, highlighting the key risks and the potential levels of gas in storage by the end of March 2024, before discussing the likely growth in gas supply next year and how this matches with our demand expectations. Finally we look at the potential levels of gas needed to refill storage next summer ahead of a possible ending of gas transit across Ukraine at the end of the year if the contract to move Russian gas is not renewed.
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