Energy Market Drivers: Brent to test USD 90 on Fed message. Chinese LNG demand picks up

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Content

  • Market view oil: Fed message points to a test of USD 90 in Q2 for Brent
    • Two essential market drivers for oil this week
    • But why have oil prices stalled after the Fed meeting?
  • Market view gas, power, coal and EUA: Chinese LNG demand is picking-up
  • Market Drivers next week: Lower liquidity in the Easter week
  • Hedging views: We recommend a hedging ratio above company benchmark for oil consumers
    • Oil: Add to consumer hedges on dips below USD83 in Brent
    • EUA, gas and power: Scale into consumer hedges

    Read more in the pdf that also includes a section on the gas market.

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    Arne Lohmann Rasmussen
    Chief Analyst, Head of Research at Global Risk Management

    Phone +45 2146 2951
    Arra@global-riskmanagement.com

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