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.

Commodities

<ul><li>European natural gas market facing uncertainty due to potential end of Russian gas flows through Ukraine</li><li>North American LNG supply delays causing imbalance in global market</li><li>Price relationship between summer 2025 and winter 2526 dependent on weather, supply sources, and storage refill mandates</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

European natural gas market facing uncertainty due to potential end of Russian gas flows through UkraineNorth American LNG supply delays causing imbalance in global marketPrice relationship between summer 2025 and winter 2526 dependent on weather, supply sources, and storage refill mandatesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global Commodities: European Natural Gas: Weather and supply-side risks tighten their grip on price

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.

<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.

<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)

Global Commodities: European Natural Gas: Weather and supply-side risks tighten their grip on price

The natural gas market is facing unique challenges, including contango pricing, weather patterns, uncertainty over Russian gas flows, and delays in...

At Any Rate

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

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