The weather forecasts for early 2025 in both the US and Europe have turned colder, leading to increased natural gas demand and stress on projected end of season storage levels. While current conditions suggest a bullish outlook, we caution that there is still plenty of winter and time left in the year, creating significant uncertainty regarding price formation over the balance of 2025 in both markets.

Speakers:

Shikha Chaturvedi, Head of Global Natural Gas Research

Otar Dgebuadze, Global Natural Gas Research

This podcast was recorded on 17 January 2025.

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Global Commodities: A bitter cold US natural gas market ramps up LNG supply as Europe struggles to win cargoes

At Any Rate

Global Commodities: A bitter cold US natural gas market ramps up LNG supply as Europe struggles to win cargoes