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An Oxford Institute for Energy Studies podcast discusses the drivers of the gas price rally, including unplanned LNG outages, falling European production and pipeline imports, and storage swings. It also touches on possible risks from non-renewal of the Maghreb-Europe pipeline transit agreement.
The analysis highlights supply tightness that is likely to persist into winter, keeping energy and fertiliser costs high. It is commentary rather than a new market-moving event.
oxfordenergy.orgBy: OIESSep 30, 2021After 155 past bullish macro events, Natural Gas moved a median +0.1% over 5 sessions (51% higher; middle half -4.0% to +7.1%), and +2.0% 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.
