Yesterday, I attended the
#IEWeek Market Briefing by
@RystadEnergy in London with some of my colleagues. Rystad is a leading UK-based energy analytics firm, delivering top-notch market insights.
Panel: “From geopolitics to OPEC ”
• Alice Acuña – EVP Trading, Moeve
• Tom Asselman – Head of Strategy at
@omv
• Vikas Dwivedi – Global Oil and Gas Strategist at
@Macquarie and Moderated by Susan Bell of Rystad Energy.
Key takeaways:
— Europe enters this year with stronger gas storage → better resilience.
— Emerging Asia may need an LNG price floor ~$7/MMBtu.
— Vikas critiqued Dangote’s single-train model, technically fair, but I’m focused on local energy needs & cutting middlemen influence in post-subsidy Nigeria.
— Oil & gas remain central in the global energy mix.
Rystad also notes US LNG exports remain strong, backed by contracts and economics, all pointers that natural gas is here to stay.
Overall, the briefing was timely and data driven, showcasing how Energy markets are shaped by geopolitics, pricing dynamics infrastructure, and regional demand.