Commodity Market Report
LNG short-term trade and price outlook (Q4 2022)
This report is currently unavailable
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
European gas prices edged up in early November after a delayed start to winter. Some congestions remain, exacerbated by maintenance on key transit pipelines, prompting LNG NW European prices to maintain their discount to Europe’s TTF. However, the market is well prepared for winter and our fundamental analysis suggests lower prices than currently (TTF at 40$/mmbtu). We expect European hub price spreads to TTF to continue until bottlenecks loosen. We expect Asian LNG prices will follow a similar trend.
Table of contents
- Delayed winter starts with strong fundamentals: will prices continue rising?
Tables and charts
This report includes the following images and tables:
What's included
This report contains:
Other reports you may be interested in
Commodity Market Report
Macro Oils short-term outlook: March 2021
OPEC+ surprise, vaccine surge and US supply freeze recovery
$2,000
Commodity Market Report
Macro oils short-term outlook: March 2023
Global liquids demand recovers to 2019 levels by Q2 2023, as China demand surges
$2,000
Commodity Market Report
Global product markets short-term outlook February 2022
Monthly global commodity market reports and global product-by-product supply- demand balance with stock forecasts and a net trade forecasts
$1,900
