Tobias Jansson’s Post

Morning Report Yesterday’s headlines: Further price climbs on the gas market despite no major changes to fundamentals – German power also up Coal market climbs to highest level in around two months due to higher demand in Asia, supply concerns Bullish run continues on the Nordic power market due to cold, dry, calm forecasts, bullish German power   Today’s expectations: Gas retreats along with carbon and German power in an apparent correction following recent sharp gains No major changes to the Nordic weather outlook – high pressure weather to dominate the rest of this week Falling prices likely on the Nordic power market today, where the recent increases appear a bit exaggerated. #Passionforenergy

Morning Report Yesterday’s headlines: Modest rebound on the gas market and German power market but fundamental situation remains bearish Carbon rebounds as the market avoids dropping below 50 EUR/t for the first time in almost three years Marginal increase on the Nordic power market despite very mild and wet forecasts for the coming weeks   Today’s expectations: Oil continues to fall as weakening macroeconomic signals overshadow the concerns from the Middle East Mild weather in the Nordic area during the next two weeks – wind and precipitation to decline next week Rising prices once again likely on the Nordic power market but we do not expect any big fluctuations. #Passionforenergy

Morning Report Yesterday’s headlines: Oil falls to lowest level in more than two months amid demand concerns and a strengthening US dollar German power prices rise modestly on a day where both gas and especially carbon also edges up Bullish day on the Nordic power market due to the continuously dry forecasts and growing HPR deficit Today’s expectations: Carbon continues to rise and the move could lead to a bullish development for gas and German power Somewhat wetter signals from the Nordic forecasts – above-average precipitation from mid-next week Falling prices likely on the Nordic power market as forecasts now show the possibility of wetter conditions. #Passionforenergy

Morning Report Yesterday’s headlines: Oil retreats for a third straight day on reduced supply fears and concerns about Chinese demand growth Another day of falling gas and carbon prices as the gas supply picture in Europe remains very strong Nordic power prices continue to fall amid bearish related markets and continuously wet weather forecasts Today’s expectations: Gas market could continue down as storage levels in Europe are high and expected 100 % by winter No major changes to the Nordic weather outlook – rain expected above average until late next week Falling prices again the most likely scenario on the Nordic power market amid unchanged fundamentals #Passionforenergy

Morning Report Yesterday’s headlines: Gas rises modestly in what appears as a technical correction – coal and carbon also make a slight recovery Rising prices on the German power market but the overall fundamental situation remains unchanged Nordic power market continues to rise as the dry, calm forecasts are confirmed following the weekend   Today’s expectations: Gas corrects down early in the session but we do not expect a day with any major fluctuations Below-average precipitation and above-average temperatures in the Nordic area during the coming weeks Sideways trading or modestly rising prices on the Nordic power market amid unchanged weather outlook. #Passionforenergy

Morning Report Yesterday’s headlines: Oil continues to rise as expectations of narrowing supply and growing demand weigh on the market Largely neutral day on the gas and carbon markets – German power also with a largely flat session Nordic power market responds bullishly to dry forecasts – especially on the short end of the curve Today’s expectations: Sideways trading continues on the gas market – but several concerns about to supply continue to weigh High-pressure weather set to dominate in the Nordic area next week – hydro balance deficit increases Rising Nordic power prices likely again as the dry weather forecasts are once again the main focus point. #Passionforenergy

Morning Report Yesterday’s headlines: Gas remains elevated as several supply concerns remain despite improving flows from Norway lately Carbon edges up on the day of options expiry – market remains close to the 70 EUR/t threshold Very bullish day on the Nordic power market amid dry weather forecasts and bullish related markets Today’s expectations: Gas modestly up early Thursday as the market still awaits news about the supply issues right now No major changes to the Nordic weather outlook – dry and quite calm until the end of next week Rising prices on the Nordic power market – but fluctuations should be more modest than yesterday. #Passionforenergy

Morning Report Yesterday’s headlines: Gas, carbon and German power stabilizes following some sharp price falls during the previous few sessions Coal market falls but the market remains alert due to concerns about growing demand and falling supply Nordic power market stabilizes after some very sharp price falls Monday caused by milder, wetter weather   Today’s expectations: Rebound for gas and German power but the fundamental situation appears unchanged nonetheless Precipitation and temperatures expected above average in the Nordic area during the next ten days Rising prices on the Nordic power market despite unchanged fundamentals as gas and German power rises. #Passionforenergy

Morning Report Friday’s headlines: Oil trades modestly down but the market has been more or less range-bound for a couple of weeks now Modest price falls on the gas market as the ample supply picture limits the upside significantly Falling prices on the Nordic power market following some sharp increases during the previous weeks   Today’s expectations: Gas, carbon and German power retreats further as the recent uptrend appears to have been halted Noticeably wetter and milder weather forecasts for the Nordic area compared to ahead of the weekend Nordic power market set for a bearish day due to milder, wetter forecasts and falling related markets. #Passionforenergy

Morning Report Yesterday’s headlines: Sideways trading on the gas market in the absence of new signals – fundamental situations unchanged Coal, carbon and German power also largely sideways as the end of the heating season is moving closer Rising prices on the Nordic power market attributed to slightly drier forecasts for the end of this week   Today’s expectations: Oil rises to highest level in over four months due to falling US inventory levels and some supply concerns No major changes to the weather outlook – short dry and cold period towards the end of this week Neutral day on the Nordic power market as both forecasts and related markets appear largely unchanged #Passionforenergy