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サマリー
あらすじ・解説
In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey as near-term energy prices continue to fall, the risk to LNG supply from the US and demand from Asia arises.
Topics explored include:
- UK renewable assets lower demand for gas, seeing exports to Europe where prices are at a premium.
- Responding to falling LNG prices, Asian buyer demand tentatively returns to the market.
- If prices continue to decline the US may reduce LNG shipments.
- Structurally the UK and Europe may remain uncompetitive for manufacturing for some time.
This episode of the Resonance was recorded on 30th May 2023.