Prices rise even as demand falls. Time for a correction? | EU LNG chart deck: 16-27 Oct 2023
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EU leaders worry about growing dependence on US LNG, and Canada offers an alternative. But European utilities buying Canadian LNG will likely send it to Asia while US gas supplies Europe. That arrangement has value, but needs an honest political sales pitch.
Illegal, uncommercial, and morally bankrupt: Kushner’s tone-deaf pitch for Europe to restart Russian pipeline flows is dead on arrival
Modelling by Europe’s gas network operators implies Ukraine would send almost 5 Bcm westward in a harsh winter, even if that means leaving one tenth of domestic demand unmet
Rising power demand, slow nuclear restarts and 10 GW of auction-backed gas plants could halt the fall in Japan’s LNG imports, argues Japan NRG.