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Mudando para o gás natural por um momento. Além das jogadas imediatas do clima de inverno, quais são as visões estruturais de longo prazo sobre o NG? A capacidade de exportação de GNL entrando em operação, a dinâmica da produção dos EUA e a estabilidade da demanda europeia parecem ser os principais impulsionadores.
While LNG exports are growing, the cost of liquefaction and transport isn't negligible. Does that cap how high prices can go sustainably for US producers?
I'm a bit more bearish on the long-term European demand stability. The push for renewables there is aggressive, and while NG is a bridge fuel, that bridge might shorten.
Good question. I think the LNG export capacity is definitely the biggest game changer long-term, especially with Europe still needing alternatives.
US production has been surprisingly resilient, but environmental pressures could slow future growth. That's a wild card for sure.
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