In our latest Global Energy Perspective, we look at the outlook for gas supply security and the impact on price divergence across markets as a result of LNG infrastructure constraints.
Baringa’s analysis of winter gas scenarios identifies that EU–24 regasification capacity is insufficient to accommodate EU-24 demand. This has led to foreign dependencies on markets like the UK and created major price divergence between national gas hubs.
- prepare for UK-EU flows to fall as global gas markets tighten and
- expect major price divergence to continue until EU-24 regasification capacity has increased sufficiently, not likely until the summer of 2023.
Watch Caspian Conran discuss our latest perspective
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