Nemio
Active member
Als ik dit artikel lees zie ik toch genoeg redenen om bij Optifix 2 jaar vast contract te blijven om volgende winter ook ingedekt te zitten.
Enkele snippets
Based on detailed analysis of global data and market trends, this new IEA report cautions that the process of filling European gas storage sites in 2022 benefitted from key factors – including Russian pipeline flows during the summer and lower LNG imports by China – that may well not be repeated in 2023. This raises the risk of a supply-demand gap of as much as 30 billion cubic metres (bcm) during the key summer period for refilling gas storage in 2023.
The cushion provided by the current mild temperatures, lower gas prices and high storage levels should not lead to overly optimistic predictions about the future. The combination of lower-than-normal gas demand in October and persistently strong LNG inflows has put strong downward pressure on day-ahead prices, which fell below USD 10/MMBtu by the end of October –against an all-time high of USD 100/MMBtu at the end of August. However, Europe is not out of the woods yet, and our analysis identifies some significant risks ahead in 2023 and 2024.
While healthy storage levels and unseasonably mild weather at the beginning of the 2022-2023 winter season provide some temporary relief to gas and related energy markets in Europe, our analysis indicates that supply-demand fundamentals are set to tighten in 2023.
https://www.iea.org/reports/never-too-early-to-prepare-for-next-winter
Enkele snippets
Based on detailed analysis of global data and market trends, this new IEA report cautions that the process of filling European gas storage sites in 2022 benefitted from key factors – including Russian pipeline flows during the summer and lower LNG imports by China – that may well not be repeated in 2023. This raises the risk of a supply-demand gap of as much as 30 billion cubic metres (bcm) during the key summer period for refilling gas storage in 2023.
The cushion provided by the current mild temperatures, lower gas prices and high storage levels should not lead to overly optimistic predictions about the future. The combination of lower-than-normal gas demand in October and persistently strong LNG inflows has put strong downward pressure on day-ahead prices, which fell below USD 10/MMBtu by the end of October –against an all-time high of USD 100/MMBtu at the end of August. However, Europe is not out of the woods yet, and our analysis identifies some significant risks ahead in 2023 and 2024.
While healthy storage levels and unseasonably mild weather at the beginning of the 2022-2023 winter season provide some temporary relief to gas and related energy markets in Europe, our analysis indicates that supply-demand fundamentals are set to tighten in 2023.
https://www.iea.org/reports/never-too-early-to-prepare-for-next-winter
