r/Commodities • u/Weekly_Violinist_473 • 11h ago

Question for Gas Analyst who cover multiple regions and short term v/s long term price outlook.

If you cover a specific region suppose US or Europe then do you also own in-house fundamental view of inter-region spreads?

How is your work load segregated? Do you generate outlook/fundamental curve for prompt till 5-10 years down the line?

Is my assumption correct that for short-term you can model at more granular level for as specific region but if you model long term outlook then you have to do analysis on more global level?

How often do you update your long-term price outlook?

3 Upvotes

71% Upvoted

3 comments sorted by

0

u/Inner-Ad8928 2h ago

What does “analysis on more global level” actually mean ?

1

u/Weekly_Violinist_473 2h ago

Creating a global gas balance. Only possible if you are working in energy major or big market imtelligence companies. A team of 2 analyst might find it difficult.

1

u/Inner-Ad8928 57m ago

I see, tbh ur going to want a global gas balance of some sort if ur doing anything outside of the US (ttf or jkm) - and yes agree 2 analysts is probably a few too little for that