In this week’s Resonance energy market podcast episode, Jeremy Nicholson talks to Alfa’s Dan Veasey as near-term energy prices continue to fall, the risk to LNG supply from the US and demand from Asia arises.

Topics explored include:

• UK renewable assets lower demand for gas, seeing exports to Europe where prices are at a premium.
• Responding to falling LNG prices, Asian buyer demand tentatively returns to the market.
• If prices continue to decline the US may reduce LNG shipments.
• Structurally the UK and Europe may remain uncompetitive for manufacturing for some time.

This episode of the Resonance was recorded on 30th May 2023.