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Up, up, and away: JKM surges on tighter supply, bringing TTF higher

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Listen: Up, up, and away: JKM surges on tighter supply, bringing TTF higher

  • Featuring
  • Ira Joseph    Ryan Ouwerkerk
  • Commodity
  • Natural Gas
  • Length
  • 21:55

Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, dive into the dynamics driving the meteoric rise of JKM in December, stretching from constraints in the Panama Canal to role of freight rates & reloads in driving JKM higher. While this has pulled TTF higher, NYMEX Henry Hub has continued to be overwhelmed by bearish elements. Will this continue into core winter demand months?