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.

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

Cross Asset Strategy

<ul><li>Gas producers are responding to weak prices in 2024 by cutting capital spending by 8-17%.</li><li>Production hit all-time highs at the end of 2023, but has since decreased with a surplus in gas storage.</li><li>Operators are managing risks of potential future demand by building up duck inventory and focusing on operational momentum.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gas producers are responding to weak prices in 2024 by cutting capital spending by 8-17%.Production hit all-time highs at the end of 2023, but has since decreased with a surplus in gas storage.Operators are managing risks of potential future demand by building up duck inventory and focusing on operational momentum.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How Are Gas Operators Navigating the Difficult Gas Environment in 2024?

Thematic (Sector/Industry)

<ul><li>US natural gas market seeing production reduction by Chesapeake, but overall storage trajectory only slightly affected</li><li>European natural gas market showing signs of rebound in industrial demand, with companies reporting higher demand in key countries like France and Germany</li><li>Weather forecasts and production reductions in the Lower 48 indicating potential for lower prices for longer in the natural 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.

US natural gas market seeing production reduction by Chesapeake, but overall storage trajectory only slightly affectedEuropean natural gas market showing signs of rebound in industrial demand, with companies reporting higher demand in key countries like France and GermanyWeather forecasts and production reductions in the Lower 48 indicating potential for lower prices for longer in the natural gas marketThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial de...

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

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

How Are Gas Operators Navigating the Difficult Gas Environment in 2024?

Operators in gas basins are cutting capital spending due to weak prices, with production levels decreasing and gas storage levels above average,...

Commodities Focus

Global Commodities: Learnings from Earnings: One US gas producer steps up; European industrial de...

The US natural gas market faces changes with Chesapeake deferring production, leading to lower prices and reduced storage levels by October, while...

At Any Rate

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