Ira Joseph, head of gas and power for S&P Global Platts Analytics, and Ryan Ouwerkerk, manager of Americas natural gas pricing for S&P Global Platts, dive into the dynamics driving the meteoric rise of JKM in December, stretching from constraints in the Panama Canal to role of freight rates & reloads in driving JKM higher.
While this has pulled TTF higher, NYMEX Henry Hub has continued to be overwhelmed by bearish elements. Will this continue into core winter demand months?