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Det kan komme brå kast/fall i forbindelse med valget i USA. Solgte meg helt ut og sitter klar når stormen måtte lette
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ibyx
I går kl 11:44
251
Det ser ut som "spillteorien" tar en liten pause etter gårsdagens "arbeid"? "But make no mistake!"... som POTUSsene ofte sier... (og jekk ned betydningen av "grønne fiaskoer"...)
I sum er indikatorer nå ned ca 2%; olje -0,82%, USD -1,14% og TTF gass +0,11%.
Equinor +1,19%
I sum er indikatorer nå ned ca 2%; olje -0,82%, USD -1,14% og TTF gass +0,11%.
Equinor +1,19%
ibyx
I dag kl 13:36
119
Er jo i pluss. men sklir kanskje litt mer etter oljeprisen enn den burde stige på gassprisen?
EU gass er mindre enn 1 EUR under årsbeste nå... +3%
https://tradingeconomics.com/commodity/eu-natural-gas
Er jo litt spesielt? Kursen tett på årslaveste med gasspriser tett på årsbeste?
Oljeprisen er ikke på årslaveste heller. Det er fortsatt ned ca 7% mer...
EU gass er mindre enn 1 EUR under årsbeste nå... +3%
https://tradingeconomics.com/commodity/eu-natural-gas
Er jo litt spesielt? Kursen tett på årslaveste med gasspriser tett på årsbeste?
Oljeprisen er ikke på årslaveste heller. Det er fortsatt ned ca 7% mer...
Redigert i dag kl 13:41
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ibyx
I dag kl 13:55
94
2 spådommer om gassprisen denne vinteren
Først ChaGPT
Are natural gas prices expected to rise this winter in Europe?
European natural gas prices are projected to face upward pressure this winter, although the overall risk is tempered by high storage levels and diversified energy sources. Currently, EU storage is nearly full, providing a substantial buffer for colder months. Nevertheless, several factors could contribute to price increases.
Firstly, market uncertainty remains due to the potential expiration of the Russia-Ukraine gas transit agreement at the end of 2024. If this route for Russian gas into Europe is cut off, it could intensify reliance on liquefied natural gas (LNG) imports, which are already in high demand globally, especially from Asia. Additionally, though Europe has built up its LNG infrastructure, including new floating storage and regasification units, it's unclear if this will fully offset reduced pipeline gas supplies. Further, colder-than-average weather or a surge in demand could trigger additional price spikes, particularly if storage withdrawals are required earlier in the season than anticipated
ARGUS MEDIA
ARGUS MEDIA
BBVA RESEARCH
S&P GLOBAL
.
The interplay of these variables—storage capacity, LNG supply, and weather—suggests that while Europe is better prepared than in past years, prices are likely to fluctuate and could rise significantly if any unexpected supply disruptions occur or winter temperatures are harsh.
Så Tradingeconomics:
EU Natural Gas TTF is expected to trade at 40.35 EUR/MWh by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 43.49 in 12 months time.
Sistnevnte tror altså på fallende gasspriser fra dagens nivå...
Den transittavtalen gjennom Ukraina blir gjerne interessant faktor?
Først ChaGPT
Are natural gas prices expected to rise this winter in Europe?
European natural gas prices are projected to face upward pressure this winter, although the overall risk is tempered by high storage levels and diversified energy sources. Currently, EU storage is nearly full, providing a substantial buffer for colder months. Nevertheless, several factors could contribute to price increases.
Firstly, market uncertainty remains due to the potential expiration of the Russia-Ukraine gas transit agreement at the end of 2024. If this route for Russian gas into Europe is cut off, it could intensify reliance on liquefied natural gas (LNG) imports, which are already in high demand globally, especially from Asia. Additionally, though Europe has built up its LNG infrastructure, including new floating storage and regasification units, it's unclear if this will fully offset reduced pipeline gas supplies. Further, colder-than-average weather or a surge in demand could trigger additional price spikes, particularly if storage withdrawals are required earlier in the season than anticipated
ARGUS MEDIA
ARGUS MEDIA
BBVA RESEARCH
S&P GLOBAL
.
The interplay of these variables—storage capacity, LNG supply, and weather—suggests that while Europe is better prepared than in past years, prices are likely to fluctuate and could rise significantly if any unexpected supply disruptions occur or winter temperatures are harsh.
Så Tradingeconomics:
EU Natural Gas TTF is expected to trade at 40.35 EUR/MWh by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 43.49 in 12 months time.
Sistnevnte tror altså på fallende gasspriser fra dagens nivå...
Den transittavtalen gjennom Ukraina blir gjerne interessant faktor?
Fjellbris
I dag kl 14:25
60
Analytiker gjør helomvending i Equinor
Analytiker John Olaisen i ABG Sundal Collier har «sett lyset» etter en lunsj med Torgrim Reitan i Equinor. Han mistenker kutt i grønne investeringer og jekker opp kursmålet fra 240 kroner til 325 kroner.
https://www.finansavisen.no/energi/2024/11/08/8203741/john-olaisen-i-abg-gar-fra-salg-til-kjop-etter-lunsj-med-torgrim-reitan
Analytiker John Olaisen i ABG Sundal Collier har «sett lyset» etter en lunsj med Torgrim Reitan i Equinor. Han mistenker kutt i grønne investeringer og jekker opp kursmålet fra 240 kroner til 325 kroner.
https://www.finansavisen.no/energi/2024/11/08/8203741/john-olaisen-i-abg-gar-fra-salg-til-kjop-etter-lunsj-med-torgrim-reitan
Redigert i dag kl 14:25
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