High storage, strong LNG inflow and lower gas demand or supports the rebalancing of the global gas market, just a year after an historic supply shock caused by Russia.
Importantly, on Friday (May 19) TTF dropped below JKM, and while this might be not sustained, the return of the Asian premium looks increasingly likely for the Q3…
What is your view? How will gas markets evolve over the summer? What direction will TTF take? Do you see any upside risks?
Source: Greg Molnar (LinkedIn)
