Global Energy Perspectives: Gas supply security outlook #2
30 September 2022
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.
Clients should:
- 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
For more information on the contents of our latest Global Energy Perspective or how Baringa can help your organisation, please contact us.
Our Experts
More from the series
Charting a new course: Hydrogen's impact on global shipping
Download the report from our hydrogen experts which provides key insights into hydrogen's impact on global shipping.
Read more
Global Energy Perspectives: the UK's macroeconomic outlook
Our Global Energy Perspectives Team has conducted an assessment of the UK's macroeconomic outlook, real economy and asset markets.
Read more
Global Energy Perspectives: State of the energy transition - India
In our latest Global Energy Perspective, we look at the state of the energy transition through the lens of the four largest global emitters, focusing on India.
Read more
Global Energy Perspectives: Gas supply security outlook #1
In our Global Energy Perspectives, we look at the outlook for gas supply security and the role of LNG.
Read more