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In this podcast episode, Alex and Zane provide an in-depth analysis of global energy markets, focusing on current trends, forecasts, and strategic implications. They begin by examining the European gas market, noting the EU's robust gas stocks at 95%, and explore factors like Norway's maintenance impact and LNG inventories. The conversation broadens to North America, addressing natural gas storage trends and the effect of warmer-than-normal weather on market prices. Key factors such as production levels, salt storage, and the Matterhorn Express pipeline are also discussed. Shifting to crude markets, they analyze China's economic data, real estate sector challenges, and the impact of property sector stimulus on oil imports. The episode further covers OPEC and IEA forecast revisions, the implications of changing global oil demand estimates, and geopolitical influences involving Iran and Israel.
