Global Commodities: Waiting for weather - a podcast by J.P. Morgan

In this podcast we discuss current risks plaguing the European and US natural gas markets, including the potential for power generation to provide some upside risk to our current 2024 price forecast for US natural gas and Norwegian outages that have helped the European natural gas market avoid storage congestion. However, ultimately we believe that weather firmly in the driver seat in dictating price formation for 2024.

 

Speakers
Shikha Chaturvedi, Head of Global Natural Gas Strategy

Otar Dgebuadze, Global Energy Strategy  

 

This podcast was recorded on 29 Sept 2023.

This communication is provided for information purposes only. Institutional clients can view the related report https://www.jpmm.com/research/content/GPS-4518638-0 and https://www.jpmm.com/research/content/GPS-4522775-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.

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