Podcast by S&P analysing commodity market trends, Commodities Focus

Commodities Focus

Podcast by S&P analysing commodity market trends

S&P Global Commodity Insights analysis of key news and pricing issues from across the global shipping, natural gas, power, petrochemicals, agriculture, and coal markets.

Commodities

<ul><li>Power demand in the gas market is at record highs, potentially leading to price spikes</li><li>Data center demand growth in PJM's transcozone five market could pose a risk for gas supply</li><li>Despite adequate reserve margins, heat waves can lead to price spikes and potential supply constraints in the gas market</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Power demand in the gas market is at record highs, potentially leading to price spikesData center demand growth in PJM's transcozone five market could pose a risk for gas supplyDespite adequate reserve margins, heat waves can lead to price spikes and potential supply constraints in the gas marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Energy Transition | AI | Shifting World Order, Mint Finance

Suhas Reddy

Energy Transition | AI | Shifting World Order

Deep Fundamental Analysis

Mint Finance

Mint Finance's investment research blends deep fundamental analysis with technical & quant insights. Investment strategies straddle across multiple asset classes with risk management embedded into every trade to deliver an outsized reward-to-risk ratio.

Mint Finance's research is centered around three key themes. First, energy transition and climate change. Second, artificial intelligence. Third, shifting world order with its impact across politics and monetary economics.

<ul>
<li>The EIA expects US natural gas production to fall by 1% in 2024 and lifted LNG price forecast for Henry Hub benchmark by 13% for the year.</li>
<li>OPEC's 2024 global oil demand growth forecast unchanged at 2.25m bpd. But IEA lowered its projection to 960k bpd from 1.1m bpd.</li>
<li>Russia, Iraq, &amp; Kazakhstan continued to oversupply despite lowering production MoM in May.</li>
</ul>


The EIA expects US natural gas production to fall by 1% in 2024 and lifted LNG price forecast for Henry Hub benchmark by 13% for the year.
OPEC's 2024 global oil demand growth forecast unchanged at 2.25m bpd. But IEA lowered its projection to 960k bpd from 1.1m bpd.
Russia, Iraq, &amp; Kazakhstan continued to oversupply despite lowering production MoM in May.


Nat Gas Prices to Fire Up on Rising Demand, Weak Production, and Shaky Geopolitics

<ul>
<li>Crude oil prices crater as OPEC meeting outcome fails to support oil prices. Despite OPEC+ extending larger cuts until end-2025, prices fell on fears of excess supply.</li>
<li>Henry Hub Gas prices rose sharply last week driven by expectations of a hotter-than-expected summer in the US &amp; Outages in Norway.</li>
<li>Energy majors fell sharply on 3/June and ended the week in the red. BP and Exxon Mobile were downgraded. Berkshire ramped up holdings in Occidental.</li>
</ul>


Crude oil prices crater as OPEC meeting outcome fails to support oil prices. Despite OPEC+ extending larger cuts until end-2025, prices fell on fears of excess supply.
Henry Hub Gas prices rose sharply last week driven by expectations of a hotter-than-expected summer in the US &amp; Outages in Norway.
Energy majors fell sharply on 3/June and ended the week in the red. BP and Exxon Mobile were downgraded. Berkshire ramped up holdings in Occidental.


[ETP 23/2024] Jittery Crude And Fiery Natural Gas Markets Defined Energy Markets Last Week

<ul>
<li>The European gas market panics despite 70% storage levels after Norwegian outage.</li>
<li>Disruption exposes Europe's vulnerability due to reliance on few gas suppliers. Norway supplied 30% of Europe's gas in 2023.</li>
<li>Rising demand from Asia eating up some of Europe’s gas imports. Competition between the two continents to intensify as global demand picks up.</li>
</ul>


The European gas market panics despite 70% storage levels after Norwegian outage.
Disruption exposes Europe's vulnerability due to reliance on few gas suppliers. Norway supplied 30% of Europe's gas in 2023.
Rising demand from Asia eating up some of Europe’s gas imports. Competition between the two continents to intensify as global demand picks up.


Fragile Energy Security: Europe’s Gas Supply Woes Continue

Podcast by J.P. Morgan analysts on global markets, At Any Rate

At Any Rate

Podcast by J.P. Morgan analysts on global markets

Analysts from J.P. Morgan’s Research team take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.

<ul><li>Market fears production return will impact prices, with Wood McKenzie predicting increase in June production</li><li>Northeast, Permian, and Haynesville expected to see production rebound in the coming months</li><li>Price rally in US market driven by short summer positions, but weather will play a key role in price movements, with heat expected in the coming days potentially mitigating any retracement</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Market fears production return will impact prices, with Wood McKenzie predicting increase in June productionNortheast, Permian, and Haynesville expected to see production rebound in the coming monthsPrice rally in US market driven by short summer positions, but weather will play a key role in price movements, with heat expected in the coming days potentially mitigating any retracementThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Gas be nimble, gas be quick…but there will be repercussions

United States

Natural gas is a naturally occurring hydrocarbon gas mixture consisting primarily of methane, but commonly including varying amounts of other higher alkanes, and sometimes a small percentage of carbon dioxide, nitrogen, hydrogen sulfide, or helium. It is formed when layers of decomposing plant and animal matter are exposed to intense heat and pressure supplied by existing under the surface of the Earth over millions of years. The energy that the plants originally obtained from the sun is stored in the form of chemical bonds in the gas.

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Natural Gas (NATURAL GAS COMDTY)

Hot Gas Summer for a Hot Power Market

Potential price risks in gas markets and power demand due to data center growth, coal retirements, and electrification efforts pose a risk for...

Commodities Focus

Nat Gas Prices to Fire Up on Rising Demand, Weak Production, and Shaky Geopolitics

OPEC stocks to demand growth forecast, EIA goes bullish but IEA lowers projections. Aviation and petchem drive near-term oil demand. US crude...

Mint Finance

[ETP 23/2024] Jittery Crude And Fiery Natural Gas Markets Defined Energy Markets Last Week

OPEC+ meeting outcomes failed to support oil prices. Hotter-than-expected US summer and outages in Norway sent gas prices soaring. BP & Exxon...

Mint Finance

Fragile Energy Security: Europe’s Gas Supply Woes Continue

Europe's gas market panics as Norwegian outage exposes vulnerability from reliance on few suppliers, with rising demand from Asia adding to...

Mint Finance

Global Commodities: Gas be nimble, gas be quick…but there will be repercussions

Market fears production will return strongly as current production is close to 98 bcf a day in May, expected to increase to 102.3 bcf a day in June...

At Any Rate

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Hot Gas Summer for a Hot Power Market

Potential price risks in gas markets and power demand due to data center growth, coal retirements, and electrification efforts pose a risk for...

Commodities Focus

Nat Gas Prices to Fire Up on Rising Demand, Weak Production, and Shaky Geopolitics

OPEC stocks to demand growth forecast, EIA goes bullish but IEA lowers projections. Aviation and petchem drive near-term oil demand. US crude...

Mint Finance

[ETP 23/2024] Jittery Crude And Fiery Natural Gas Markets Defined Energy Markets Last Week

OPEC+ meeting outcomes failed to support oil prices. Hotter-than-expected US summer and outages in Norway sent gas prices soaring. BP & Exxon...

Mint Finance

Fragile Energy Security: Europe’s Gas Supply Woes Continue

​Europe's gas market panics as Norwegian outage exposes vulnerability from reliance on few suppliers, with rising demand from Asia adding to...

Mint Finance

Global Commodities: Gas be nimble, gas be quick…but there will be repercussions

Market fears production will return strongly as current production is close to 98 bcf a day in May, expected to increase to 102.3 bcf a day in June...

At Any Rate

Europe's gas market panics as Norwegian outage exposes vulnerability from reliance on few suppliers, with rising demand from Asia adding to...