In our latest Global Energy Perspective, we look at the outlook for gas supply security and how winter weather conditions could generate greater demand in Europe and fiercer competition with Asian markets for LNG.
Baringa’s analysis of winter gas scenarios identifies that demand management in Europe is contingent on an average winter. Colder weather in Europe or Asia is expected to undermine EU attempts to manage gas demand, representing a significant downside risk for energy markets.
Clients should be aware of this downside potential when evaluating the credibility of member state demand reduction targets.
Watch Caspian Conran discuss our latest perspective
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