In this podcast we discuss the amalgamation of supply risk factors from renewed strike fears in Australian LNG facilities to conflict in Middle East that sent European gas prices above 50 EUR/MWh. Amidst these developments, a move higher in US natural gas prices may be overlooked but since start of the month prompt contract is up 20%. The risk factors that we will discuss not only support the upside move in the prompt contract but also across much of the forward curve.

Speakers:Shikha Chaturvedi, Head of Global Natural Gas Strategy  

Otar Dgebuadze, Global Energy Strategy

This podcast was recorded on date.

This communication is provided for information purposes only. Institutional clients can view the related report at www.jpmm.com/research/content/GPS-4530064-0, www.jpmm.com/research/content/GPS-4531777-0, www.jpmm.com/research/content/GPS-4529854-0 for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.