Baringa's global gas model has been used to create three plausible supply and demand scenarios over the next 24 months. Each of these drive a possible wholesale price outlook.
Key investor takeaways:
The supply and demand balance outlook remains highly uncertain creating a range of plausible scenarios on account of variables in pipeline supply and global LNG.
Unmet demand risks are high in our downside scenario, including next winter, making supply security a relevant risk for the foreseeable future.
- The most plausible central price outlook sees prices remain above pre-crisis levels out until the end of the forecast period in 2024.
- While prices remain high in all but our low scenario until 2024, prices fall significantly from recent highs. With prices well below 150 Euro MWh in all scenarios by 2024.
Read our full report below and get in touch to find out more.
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