%20(3).png)
This episode covers the unexpected weather changes, the Russia-Ukraine conflict's impact on global energy markets, and the complexities of EU gas imports and storage. The discussion includes US and EU gas inventory levels, temperature normals, regulatory issues in the US Northeast, and OPEC's recent production changes. The episode also examines Russian energy diversification to Asian markets and sets up future discussions on demand trends and recession concerns.
00:00 Introduction and Weather Update
00:32 Russia-Ukraine Conflict and Gas Market Implications
04:49 European Gas Supply Dynamics
06:13 Alternative Gas Sources and Regional Conflicts
08:42 Asian Markets and Russian Energy Diversification
12:49 EU Gas Inventories and Market Volatility
22:36 Understanding Weather Normals and Market Impact
30:57 Pipeline Regulatory Landscape and Future Prospects
35:48 OPEC Production and Global Oil Market
41:02 Conclusion and Future Topics
Empowering clients to succeed in global commodity markets with award winning technology and expert advisory.
