OIES Podcast – Gas quarterly and market update

In this latest OIES podcast, from the Gas Programme, James Henderson talks to Bill Farren-Price, Jack Sharples and Anouk Honore about the latest Gas Quarterly and their thoughts on the current state of the global gas market. Bill opens the podcast with a review of the current market drivers and the main catalysts of the recent decline, with a focus on the impact of US tariffs as well as more fundamental gas supply and demand. Anouk picks up the story with a review of Europe gas demand over the winter of 2024/25, highlighting the increasing volatility of gas demand in the power sector, the struggle for demand recovery in the industrial sector and the impact of cold weather on residential consumers. Finally, Jack reviews global LNG supply, the main shifts in demand in Asia and the impact on LNG availability to Europe. He then looks at how LNG fits into the overall European supply picture before concluding with a look at the storage market and what it implies for future prices.

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