OPEC v. DOE, A Strong Dollar, & TTF's Premium

In this week's episode, hosts Alex and Zane dive into the complexities of OPEC and DOE reporting discrepancies, examining the implications of overproduction by key nations like Kazakhstan, Iraq, and UAE. They analyze the impact of recent currency movements, particularly the strengthening dollar, on energy markets and explore concerning trends in European gas markets amidst weather-driven demand shifts and reduced wind generation.

‍

Access the research behind the episode

‍

Show Timeline

00:00 - Introduction and overview

02:15 - OPEC Monthly Report analysis

14:30 - DOE Short Term Energy Outlook

22:45 - Currency Markets & Energy Impact

31:20 - European Gas Markets

42:15 - U.S. Power Markets

‍