A rally in the world’s largest US technology companies lifted stocks globally yesterday amid renewed investor optimism for all things AI, prompting Nvidia to close at an all-time high. Meanwhile, Japan’s finance minister Katsunobu Kato issued a fresh warning today against speculative yen selling after the currency fell to its weakest level since July 2024. Norbert Rücker, Head of Economics & Next Generation Research, provides an update on supply and demand drivers in the natural gas market.

00:00 Introduction by Helen Freer (Investment Writing)

00:24 Markets wrap-up by Jonti Warris (Investment Writing)

06:02 Natural gas: Norbert Rücker (Head of Economics & Next Generation Research)

10:41 Closing remarks by Helen Freer (Investment Writing)

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