Gregory Muller
speaker
62 appearances
1 recordings
1 series
first heard Jun 2026
last heard 20 Jun
Gregory Muller’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
Does happen though, there are still the risk still remains.
The expectation is that well, you have a deal, prices come down, but that's not the reality.
The shipping needs to reshuffle, you need to get the ships from wherever they are in the world back to the Gulf, they then need to load, then then need to go to their destinations.
That's a minimum of two months.
And it means that even when you have a deal made, they're going to be blasting
consequences and that's why prices remain high even through 2027.
But we have to remember that LNG also passes through the strait typically.
Why are natural gas prices not spiking to 2022 levels?
Because that is not it modified the reason is
Couple of things.
Firstly, uh LNG represents about seven to eight percent of global natural gas.
So that means that it's just not quite the same level of disruption as you had in the crisis with uh r the Russian invasion of Ukraine and the subsequent stopping of gas to Europe.
The second thing is that Europe has better measures in place to ensure storage fill by by winter and enforce that there isn't the kind of rush buying that there previously previously was.
And thirdly, you just don't have the same level of natural gas supply tightness that you did going into 2022.
And then the last thing is that global LNG supplies had already been improved.
Improving at the beginning of this year.
There is a lot of additional capacity coming online from the US.
And so that is mitigating a lot of the pricing gains that you would have otherwise seen.
In fact, there's a degree to which elevated oil prices mean more oil production and so more associated gas production.
And that is marginally downward pressure on US natural gas prices.
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