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RENEWABLES ARE TAKING AN EXTRA-LARGE BITE OUT OF GAS DEMAND

Webcast Replay 

April 22, 2021

During this AEGIS Webcast, our team discussed some new price risks demand to be noticed. In petroleum, demand has been slow to arrive, and now Iran's production is putting pressure on oil's supply-demand balance. Meanwhile, natural gas may be suffering from renewables competition just as U.S. production begins to tick higher.

Key Takeaways:

  • Natural gas fundamentals are trending in the wrong direction. Is a price rally still possible?
  • Renewables are taking an extra-large bite out of gas demand
  • The OPEC+ supply-cut policy faces a new threat in Iran
  • Dakota Access Pipeline's fate was not resolved by the courts.
  • Regional Canadian and U.S. prices still face upheaval
  • Is hedging a type of speculation? When it’s a gray area

Questions, Comments, or Feedback for our next Webcast?


 

4.22.21 Webcast Video

 

 

 

 

Copyright © 2021 AEGIS Hedging. All Rights Reserved. Commodity Interest Trading involves risk and, therefore, is not appropriate for all persons; failure to manage commercial risk by engaging in some form of hedging also involves risk. Past performance is not necessarily indicative of future results. Neither this trading advisor nor any of its trading principals offer a trading program to clients, nor do they propose guiding or directing a commodity interest account for any client based on any such trading program.