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A Columbia University CGEP blog examines flexibility sources in global gas markets, including storage, spare production capacity and LNG contract flexibility. It notes a possible short-term oversupply during the summer low-demand season and the risk of Russia weaponizing gas supplies.
It argues North America will increasingly act as the residual balancer.
Flexible U.S. LNG supply shapes how quickly global gas shocks transmit to prices. This analysis gives context for why gas price moves may be dampened or amplified.
energypolicy.columbia.eduJun 15, 2023After 260 past macro events, Natural Gas moved a median +0.4% over 5 sessions (52% higher; middle half -4.5% to +7.3%), and +1.4% 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.
