))
OIES Podcast - What drives international gas prices in competitive markets
Manage episode 451284550 series 3559985
コンテンツは Oxford Institute for Energy Studies によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Oxford Institute for Energy Studies またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
In this latest OIES podcast, brought to you by the Gas Programme, James Henderson talks to Mike Fulwood about his latest paper on global gas prices. The podcast starts with a brief discussion about the history of gas pricing and the globalisation of the gas market, highlighting the vital role played by LNG in joining up what was previously a series of regional markets. The podcast then examines four common fallacies associated with gas prices recently – the cost stack fallacy, the marginal price fallacy, the Europe hooked on Russian gas fallacy and finally the fallacy that the TTF market was broken in 2022 because of the record price spike. In addressing these fallacies Mike outlines his multi-dimensional framework for analysing the value of gas and relates it both to the recent history of gas prices but also to the outlook for the next few years.
131 つのエピソード
シェア
