Tobias Jansson’s Post

Morning Report Yesterday’s headlines: Oil rises and nears 90 USD/bbl amid growing demand, geopolitical concerns and falling US inventory levels Bearish start to the week on the gas market – carbon and German power also opens the week with losses Falling Nordic power prices on especially the short end of the curve to very wet weather forecasts   Today’s expectations: Gas continues down as mild, windy spring weather and high storages overshadow the bullish signals Very wet outlook for the next weeks in the Nordic area with expected precipitation 50 % above normal Further price falls on the Nordic power market in response to wet forecasts, bearish related markets. #Passionforenergy

Morning Report Yesterday’s headlines: Oil rises as cooling US inflation and falling inventory numbers strengthen hopes of growing oil demand Rising gas and German power as forecasts are turning warmer – above-average temperatures next week Rare day of rising Nordic power market amid bullish signs from gas and the German power market Today’s expectations: Gas continues up early Friday but upside is limited as supply is strong and no major heat wave on the way Nordic forecasts are turning somewhat drier but next week still looks wetter than seasonal average Neutral day likely on the Nordic power market as related markets stabilize – forecasts still rather wet. #Passionforenergy

Morning Report Yesterday’s headlines: Oil rises as cooling US inflation and falling inventory numbers strengthen hopes of growing oil demand Rising gas and German power as forecasts are turning warmer – above-average temperatures next week Rare day of rising Nordic power market amid bullish signs from gas and the German power market Today’s expectations: Gas continues up early Friday but upside is limited as supply is strong and no major heat wave on the way Nordic forecasts are turning somewhat drier but next week still looks wetter than seasonal average Neutral day likely on the Nordic power market as related markets stabilize – forecasts still rather wet #Passionforenergy

Morning Report Yesterday’s headlines: The gas market moves sideways and keeps the coal and carbon markets at ease as well Slightly rising prices on the German power market on calmer weather forecasts and muted gas prices Nordic prices rises on colder and wetter weather forecasts and on rising German power prices   Today’s expectations: OPEC+ confirms their postponement of reducing production cuts until second half of year due to low prices The weather forecasts has turned even colder and drier over the weekend and are moving below normal levels for the season Uncertainty on the Nordic power market as bullish weather indicates rising prices but related markets seems to head lower. #Passionforenergy

Falling energy prices have been a significant factor in the moderation of inflation but does the recent rally in oil prices put that under threat? We discuss more in our Weekly Brief. Advisers: http://spr.ly/6047wJodh Institutional: http://spr.ly/6048wJoe6

Morning Report Yesterday’s headlines: After an initial decrease in the morning oil prices rebound on lower than expected US crude inventories Milder weather forecasts eases prices on the gas market – dragging CO2 and coal down as well Bearish day on the Nordic power market on milder and wetter weather forecasts and falling German power prices Today’s expectations: Gas market looks for direction as fundamentals remain strong while weather forecasts gives mixed picture of weather conditions in November Carbon remains correlated with gas but the shrinking net short positions from investment funds mutes the movement Weather forecasts indicates mild and unsettled conditions in the coming weeks which lowers prices across the Nordic power market. #Passionforenergy

Morning Report Yesterday’s headlines: Oil prices continue to rise as US inventories falls for the second week in a row The recent highs on the gas and coal markets are dissipating on weather fundamentals despite a sturdy Asian demand Weather forecasts are indicating a shift to Spring weather and pushes the Nordic power prices downward   Today’s expectations: Gas and coal prices heads lower on weak fundamentals pulling along CO2 and German power prices The weather forecasts in Europe are becoming milder and wetter although Scandinavia conditions stay slightly under normal Nordic power prices drops again as related markets overshadows weather fundamentals. #Passionforenergy

Morning Report Yesterday’s headlines: Oil and gas rebound after sharp losses late last week – carbon also wins back some of the lost ground German power rises due to bullish gas and cooler, calmer weather forecasts causing high spot prices Rising prices on the Nordic power market amid rising German power and drier, calmer weather outlook Today’s expectations: Markets appear to stabilize somewhat following the very sharp fluctuations in the recent several sessions Nordic weather outlook largely unchanged since yesterday – high pressure weather to dominate this week Sideways trading appears likely on the Nordic power market today as related markets are also quite neutral. #Passionforenergy

Morning Report Friday’s headlines: Oil markets drops on a weakened demand outlook expectation for current and next year from OPEC The Middle East tensions drives the gas markets higher as fears of a sudden escalation remain high, coal and CO2 follows The Nordic power market rides the gas and German power prices higher, although weather forecasts remain mild and windy Today’s expectations: Oil prices slides once more on the lower demand outlook, especially from the worries of a weakening Chinese economy The gas and CO2 markets opens lower on solid fundamentals but the fears of escalations in the Middle East could reverse the price move The weather forecasts maintains a milder and windier outlook which eases the Nordic power prices but the HPR surplus retracts further. #Passionforenergy

Oil demand down and supply up in 2025 according to the International Energy Agency. Will this mean lower petrol and diesel prices? What will be the impact on inflation and interest rates? https://lnkd.in/gBwGF44d