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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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The Final Countdown, Part 2 - RBN's Five-Year Natural Gas Market Outlook
Manage episode 355212957 series 2624419
Зроблено RBN Podcast and RBN Energy і знайдено завдяки Player FM та нашій спільноті. Авторські права належать видавцю, а не Player FM, і аудіоматеріали транслюються безпосередньо з сервера видавця. Натисніть на кнопку Підписатися, щоб слідкувати за оновленнями в Player FM або скопіюйте і вставте посилання на канал до іншої програми для подкастів.
The CME/NYMEX Henry Hub prompt natural gas futures price has fallen precipitously in recent months and 2023 has the potential to be one of the most bearish in recent history. But longer term, the stage is set for tighter balances, price spikes and increased volatility. After a slowdown in 2022-23, LNG export capacity additions will come fast and furious over the next several years. As they do, they will outpace production growth, which will increasingly depend on pipeline and other midstream expansions. In other words, 2023 will be the last aftershock of Shale Era surpluses. We got a taste of what that could look like in 2022, but just how out-of-whack could the gas market get? In today’s RBN blog, we discuss the supply and demand trends that will shape the gas market over the next five years.
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