European Gas Markets: The TTF’s Global Future
Session 1:
Where next for European gas? – 1hr
- Europe’s energy policy and the impact on gas trade in 2024 – 2025
- Fact Check – EU policy on Russian pipe gas and LNG
- Analysis of recent TTF market pricing, liquidity and short-term outlook
- What the forward curve tells us about long-term fundamentals
Session 2:
Europe’s gas supply and demand outlook – 1 hr
- Matching supply and demand – Europe’s evolving gas mix
- The importance of Norwegian gas supply and its impact on pricing
- What to expect from other pipeline gas, storage
- Europe’s gas demand reduction – permanent or temporary?
Session 3:
Europe’s changing power generation mix – 45 mins
- Gas demand for power generation – will demand return?
- Spark, dark spreads – which fuel is most in the money going forward
- The role of gas in setting power prices – for how much longer?
- Carbon – how carbon markets impact gas pricing
Session 4:
LNG and the long-term outlook – 1 hr
- LNG’s role in European gas – 2024 to 2025
- How global LNG supply and demand impact European gas markets
- Analysis of Asian LNG demand, US LNG exports, and the growing role of the TTF
- The role of LNG in Europe to 2030 in the context of the global market
A 30-minute pre-recorded introduction will be sent ahead of the course. This will cover an overview of European gas hubs, market terminology and high-level analysis of gas flows and key European companies.