Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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βš οΈπŸ‡ΊπŸ‡Έ#lng #us #export
Forbes: existing U.S. LNG export levels are literally maxed out in terms of capacity.

❗️#energy #crisis #coal #gas #electricity
πŸ›’πŸ‡¨πŸ‡¦πŸ‡―πŸ‡΅πŸ‡°πŸ‡·#lng #gas #canada #japan #skorea
Canada plans to become the main supplier of LNG to South Korea and Japan from 2025 - The Canadian Press
πŸ›’πŸŒŽ#gas #lng #markets #forecast #macro
Exxon CEO:

- natural gas market to take 2-3 years to balance

- sees tight LNG market until demand comes into equilibrium
πŸ›’πŸ‡ͺπŸ‡Ί#lng #europe
EU’s gas storage is around 95% full, and many analysts say the continent might avoid an energy calamity this winter β€” WSJ

EU companies have talks with LNG exporters about potential gas-supply deals likely beginning after mid-decade #us

But procuring gas for coming winters is widely anticipated to become more difficult for European countries now that they are mostly cut off from Russian supplies and global competition is growing for finite cargoes of liquefied natural gas

There is little additional LNG coming to the market until around 2026, when planned projects in the U.S. and Qatar #capex

#energy #crisis
πŸ‡―πŸ‡΅#lng #gas #japan
Japan - LNG prises continue to rise

energy crisis moves from Europe to Asia

#energy #crisis
πŸŒŽπŸ‡¨πŸ‡³#china #restrictions #markets #forecast
The Economist: easing of COVID restrictions in China will lead to:

- an increase in tourism (increase in spending in the travel industry) #travel

- rising demand for commodities #commodity

- an increase in demand for oil (Goldman sees Brent could rise to $100) #oil

- an increase in demand for metals #metals

- an increase in demand for gas and LNG #gas #lng

- higher inflation and interest rates across the world = the world Central Banks will have to keep monetary policy tighter for longer) #inflation #monetarypolicy
πŸ›’πŸ‡ΊπŸ‡Έ#gas #lng #us #forecast
US LNG export will continue to grow further
βš οΈπŸ›’πŸ‡ͺπŸ‡Ί#gas #lng #shortage #europe
Germany needs 86B cubic meters LNG per year, while contracts provide only 75B cubic meters. So, Germany is short of 11 billion cubic meters. β€” Bild
πŸ‡ΊπŸ‡ΈπŸ‡ͺπŸ‡Ί#gas #lng #us #europe
Europe to replace Russian gas with American gas = new opportunities for U.S. gas companies

#marketsize #forecast
πŸ‡ΊπŸ‡ΈπŸ›’#gas #lng #us #forecast
over the next 10 years, US will significantly increase its LNG export capacity.
β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”β€”
#opinion in the long term, demand and prices for natural gas in the US are expected to rise due to increased LNG exports to Europe and Asia.

More and more experts are predicting a rise in U.S. gas prices.

US natural gas prices are at historical lows.

πŸ’₯#SJT