We have just published our H2 2023 Timera Global Gas Report with comprehensive analysis of the evolution of the LNG & European gas markets. The Report covers:
- Market state of play – analysis of current state of play in the LNG & European gas markets (vs history)
- Timera projections – Our modelling of the evolution of global market supply & demand balance to 2040
- Market flex – Our modelling of evolution of S&D flex & market regimes that drive prices (e.g. JKM, TTF, HH)
- Pricing dynamics – Our analysis of marginal pricing dynamics (e.g. spreads, volatility & correlation)
- Value drivers – Commercial conclusions on the impact of market evolution on gas portfolio value & risk
This Report forms part of our recently launched quarterly subscription service. For a free sample copy of the report you can contact David Duncan (Director of LNG & Gas) david.duncan@timera-energy.com .