Global Reflation Fears: Does India Need To Worry?
Feb 26 2021, 7:28 AM
February 25 2021, 7:54 AM
February 26 2021, 7:28 AM
With governments and central banks continuing to add stimulus to support their respective economies, global markets have started to price in reflation. Commodity prices are rising and so are bond yields, on fears that inflation could make a stronger-than-anticipated comeback.Does India have cause to worry amid these rising global commodity prices? Yes and no, said economists pointing to the fractured correlation between global and lo.
With governments and central banks continuing to add stimulus to support their respective economies, global markets have started to price in reflation. Commodity prices are rising and so are bond yields, on fears that inflation could make a stronger-than-anticipated comeback.
Building back greener [NGW Magazine]
Feb 25, 2021 11:40:am
Summary The US will take a long time to return to pre-pandemic demand, but supplies will be cleaner when they come, according to the EIA’s Reference case. [NGW Magazine Volume 6, Issue 4]
by: Charles Ellinas
The US Energy Information Administration (EIA) published its Annual Energy Outlook 2021 (AEO 2021) February 3 exploring long-term energy trends in the US.
Its clear message is that the US will take some time to return to pre-Covid-19 levels of energy demand. The good news is that carbon emission growth will be contained.
AEO 2021 considers a Reference, baseline, case representing EIA’s best assessment of how US and world energy markets will operate through 2050. It is based on current economic and demographic forecasts and assumes improvement in known energy production, delivery, and consumption technologies. It also assumes that existing laws and regulations that affect energy will
Equinor has also announced its withdrawal from the Bakken shale, after sustaining billions of dollars of losses from its US investments over the years.
Global LNG prices near 6-year high [NGW Magazine]
Jan 13, 2021 1:30:pm
Summary The spot LNG market is a far cry from the summer doldrums as prices soar: freight rates and demand are high while supply has been generally low. [NGW Magazine Volume 6, Issue 1]
by: Jeremy Bowden
Posted in:
Global LNG prices near 6-year high [NGW Magazine]
International gas prices, led by the Asian spot benchmark assessment the Japan Korea Marker, devised by S&P Global, are rising. Supply outages, high freight rates and high winter demand all play a part. But US domestic prices remained subdued – leading to sharply improved margins for US LNG exports, which are back up at record levels. Despite this, tight supply elsewhere and strong northeast Asian demand have reduced LNG availability for buyers in south Asia – and Europe, where storage stocks are now below 2019 levels.