ERDGAS ISIN: XD0002745517 Forum: Rohstoffe Thema: Hauptdiskussion

Panama Kanal liegt auf dem Trockenen. Ich wittere breits eine gute Arbitrage Chance im JKM-TTF Spread. TTF https://www.ice.com/products/27996665/Dutch-TTF-Gas-Futures/data?marketId=5667240

ICIS TOPIC PAGE: War in Ukraine, gas crisis. This topic page examines the impact of the Ukraine conflict on oil, gas, fertilizer and chemical markets. https://www.icis.com/explore/resources/news/2023/11/17/10733319/topic-page-war-in-ukraine-gas-crisis/

Burning Coal To Survive Climate Change https://www.noemamag.com/burning-coal-to-survive-climate-change/ ... “despite global efforts to transition several major energy systems away from fossil fuels, the coal trade is still active and growing, giving strong support to the seaborne dry bulk trade. Reviewing the recent dry bulk freight rate rally, the Indonesian coal trade is clearly a significant factor which played a major role in the rally. https://www.hellenicshippingnews.com/coals-resurgence-going-strong-boosting-demand-for-bulkers/

U.S. LNG Exporters Seek Alternative Routes to Asia as Panama Canal Bottleneck Worsens: A persistent drought impacting the Panama Canal has left LNG shippers with a few alternatives; either wait for weeks in a growing queue, pay exorbitant prices to jump the line or take a long detour. https://www.naturalgasintel.com/u-s-lng-exporters-seek-alternative-routes-to-asia-as-panama-canal-bottleneck-worsens/

Unlocking Central Asia’s Gas Transit Potential via the Caspian-EU Green Corridor: The increasing energy demand within the European Union, a major global consumer, has been driving new projects, and especially as the EU looks for new energy suppliers. https://www.silkroadbriefing.com/news/2023/11/14/unlocking-central-asias-gas-transit-potential-via-the-caspian-eu-green-corridor/

Nat-Gas Prices Gain as Polar Air Pushes Into the U.S. https://www.nasdaq.com/articles/nat-gas-prices-gain-as-polar-air-pushes-into-the-u.s.

What is setting global gas prices? Wild swings in global gas prices across the last 3 years have greatly increased focus on a simple question: what is it that drives gas price levels? The answer in the very short term (e.g. the next hour) is market flows i.e. transactions of traders buying & selling gas. The answer in the very long term (e.g. 10 years+) is there is a loose but powerful influence of the long run marginal cost of incremental supply. https://timera-energy.com/what-is-setting-global-gas-prices/

This Winter Could Usher In A Storm For LNG Markets: The calmness in the LNG market could turn into volatile turbulence again if fresh supply concerns emerge. LNG demand in both Asia and Europe has increased this month compared to October. Kpler: European LNG imports are also on the rise and expected this month to be at their highest level since May. https://oilprice.com/Energy/Natural-Gas/This-Winter-Could-Usher-In-A-Storm-For-LNG-Markets.html

Fällt und fällt immer weiter... Wird der Preis im November unter 3 USD fallen, was meint ihr...

US-Studie: Importiertes LNG viel klimaschädlicher als Kohle https://www.finanznachrichten.de/nachrichten-2023-11/60636085-us-studie-importiertes-lng-viel-klimaschaedlicher-als-kohle-007.htm Studie: https://www.research.howarthlab.org/publications/Howarth_LNG_assessment_preprint_archived_2023-1103.pdf

Europe Taps Record-High Natural Gas Storage As Temperatures Drop https://oilprice.com/Latest-Energy-News/World-News/Europe-Taps-Record-High-Natural-Gas-Storage-As-Temperatures-Drop.html

US natgas output and demand to hit record highs in 2023 -EIA https://www.hellenicshippingnews.com/us-natgas-output-and-demand-to-hit-record-highs-in-2023-eia-2/

Competitive advantage: CCGTs vs OCGTs vs engines: Margins have normalised again in 2023. Gas fired plants remain a key source of flexibility but in a world of increasing renewable output, competitive advantage is becoming increasingly important. https://timera-energy.com/competitive-advantage-ccgts-vs-ocgts-vs-engines/

As exposures mount, energy firms take up credit optimisation: Energy turmoil spurs demand for new counterparty rebalancing services in gas and power markets https://www.risk.net/derivatives/7958160/as-exposures-mount-energy-firms-take-up-credit-optimisation

LNG Trading Made The Difference For Oil Supermajors In Q3 https://www.zerohedge.com/markets/lng-trading-made-difference-oil-supermajors-q3

New Forecast Reveals Strong El Niño May Boost Wintery Activity Across Mid-Atlantic https://www.zerohedge.com/weather/new-forecast-reveals-strong-el-nino-may-boost-wintery-activity-across-mid-atlantic