GAS AND LNG ANALYSIS

The US aims to more than double LNG exports to the UK next year relative to 2021, but little can be done to ensure this happens.

Lessons from European gas inventory dynamics in 2022 provide important insight into rebuilding storage in 2023. Still, several categories of policy remedies intended to lower the gas price burden for European consumers loom large, reflecting shifting longer-term priorities. While the region continues to look toward the Eastern Mediterranean for gas supply, it could be Egyptian fiscal challenges that help keep the country's LNG exports elevated in the near term.

Gas and power prices for major North American and European hubs, weekly from 2001.