In episode four of Back to Fundamentals, Energy Aspects’ Head of Natural Gas, Trevor Sikorski, is joined by senior analysts, James Waddell and David Seduski.

We look at how the summer LNG market balance will evolve and what it means for Europe’s balances, as well as how Gazprom might flow over the summer given its low winter delivery. We also discuss what has lowered the Henry Hub curve and if it is sustainable, whether the Biden administration’s greater environmental focus will rein in supply, and where the volatile LNG freight market can go from here.