Few topics which I would love to know your views on
1) Do you think the EU commison can do anything to limit spec positions. Conscious more interaction of a market can yield negative results. Would spec plays reduce if the EU remove storage target- would this lower gas prices for customers.
2) What is your position on Russian pipeline gas returning to Europe. Do you see a deal being brokered between US/Russia/ Europe?
3) Any consequence of US becoming a less trustworthly alley to Europe. We are set to depend so much on them for LNG. Do we have a choice to make here?
Great content! May I propose a question for the next podcast: may Brent-linked pricing become more popular in Europe (instead of /at expense of TTF/NBP/THE) in 2026-2028 because of much larger size/liquidity of oil market and its lower volatility?
Absolutely fascinating topics thank you Seb.
Few topics which I would love to know your views on
1) Do you think the EU commison can do anything to limit spec positions. Conscious more interaction of a market can yield negative results. Would spec plays reduce if the EU remove storage target- would this lower gas prices for customers.
2) What is your position on Russian pipeline gas returning to Europe. Do you see a deal being brokered between US/Russia/ Europe?
3) Any consequence of US becoming a less trustworthly alley to Europe. We are set to depend so much on them for LNG. Do we have a choice to make here?
Thank you as always.
Ryan
Great questions! I'll add them to the mailbag for the next episode
Great content! May I propose a question for the next podcast: may Brent-linked pricing become more popular in Europe (instead of /at expense of TTF/NBP/THE) in 2026-2028 because of much larger size/liquidity of oil market and its lower volatility?
Great question Roman, I'll give it some thought