• Episode 1274: Think Tank: Europe chemicals could suffer elevated energy prices despite rising supply

  • Nov 19 2024
  • Durée: 37 min
  • Podcast

Episode 1274: Think Tank: Europe chemicals could suffer elevated energy prices despite rising supply

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  • Résumé

  • European chemical producers may have to keep paying high energy prices as geopolitical instability impacts sentiment more than the fundamentals of supply and demand.

    - Europe spot electricity prices up 76% this year, ICIS TTF gas price up 40%

    - Fear drives markets more than fundamentals which remain bearish

    - Demand is reduced compared to five-year average, supply plentiful

    - Above average temperatures forecast into December in Europe

    - Gas storage around 90%, well above 5-year average

    - New sources of US, Qatari liquefied natural gas (LNG) due onstream in 2025

    - Renewable energy will ramp up quickly in Europe

    - Donald Trump may increase LNG supply by unfreezing projects
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