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An Oxford Institute for Energy Studies podcast discusses the global gas market, including the ongoing impact of the Gulf crisis on LNG supply. It also covers the demand response to higher prices in Europe and Asia and the state of EU gas storage.
Future price scenarios and volatility risks are also discussed.
Tight LNG supply and low EU storage point to sustained gas price volatility, which affects fertilizer costs and energy-linked feed input prices.
oxfordenergy.orgOct 30, 2026After 162 past geopolitics events, Natural Gas moved a median +2.2% over 5 sessions (61% higher; middle half -2.0% to +7.5%), and +4.1% over 20.
Moves of each commodity's benchmark from the last close before the event. Historical reads pool past events of the same kind; they describe what happened, not what will. Not investment advice.
