Thomas Rodgers (@TomLRodgers) header
Thomas Rodgers (@TomLRodgers) profile picture

Thomas Rodgers

@TomLRodgers

Natural Gas Analyst at EP Commodities | Previously @ICIS_energy | Views are my own, you can't have them

 London, UK
Joined June 2009
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  • Followers4K
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Photo by Thomas Rodgers (@TomLRodgers)Photo by Thomas Rodgers (@TomLRodgers)Photo by Thomas Rodgers (@TomLRodgers)Photo by Thomas Rodgers (@TomLRodgers)Photo by Thomas Rodgers (@TomLRodgers)Photo by Thomas Rodgers (@TomLRodgers)Photo by Thomas Rodgers (@TomLRodgers)Photo by Thomas Rodgers (@TomLRodgers)
#Gazprom wasting no time to leverage #natgas supply/demand deficit in Central Asia to push for CAC pipe to go into reverse and to export Russian volumes to Uzbekistan. Miller has met with Kazakh and Uzbek politicians in recent days as the temps tumbled and local demand rose.
Image from Tom Marzec-Manser (@tmarzecmanser)
Image from Tom Marzec-Manser (@tmarzecmanser)
Image from Tom Marzec-Manser (@tmarzecmanser)
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The LNG product markets woke up yesterday and some interesting observations in thread 1/n
Image from Oeystein Kalleklev (@OKalleklev)
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Thomas Rodgers retweeted
Jake Horslen (@JakeHorslen) profile picture
Jake Horslen@JakeHorslen22 Dec 2022
A market failure is the inefficient allocation of resources in a free market. It is not high/low/volatile prices. Given that the #EU's #gas market has filled storages, curbed demand and pulled in loads of #LNG, it's hard to see how it could have been any more of success.
Nikos Tsafos (@ntsafos) profile pictureNikos Tsafos@ntsafos20 Dec 2022
Replying to @ntsafos
The starting point for the intervention is a diagnosis of market failure in European gas: ✅ Prices untethered from fundamentals ✅ Manipulation by a dominant player ✅ Sharp drops in liquidity ✅ Extreme volatility In this context, the question is *how* to intervene, not if.
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Our first episode today focuses on QATAR. How did this tiny country in the Middle-East come to play such a prominent role in world affairs? spoti.fi/3tDxuIO apple.co/3Xamy2J linktr.ee/restishistory
Image from The Rest Is History (@TheRestHistory)
Image from The Rest Is History (@TheRestHistory)
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Thomas Rodgers retweeted
Forsvaret (@forsvaretdk) profile picture
Forsvaret
@forsvaretdk27 Sep 2022
Billeder fra F-16 af gaslækage i Østersøen.
Image from Forsvaret (@forsvaretdk)
Image from Forsvaret (@forsvaretdk)
Image from Forsvaret (@forsvaretdk)
Forsvaret (@forsvaretdk) profile pictureForsvaret
@forsvaretdk27 Sep 2022
Se video og fotos af gaslækagerne på Nord Stream 1 og 2-gasledningerne i Østersøen på forsvaret.dk: bit.ly/3fokl2v #dkforsvar
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Thomas Rodgers retweeted
Janet Wood (@Janet_Energy) profile picture
Janet Wood@Janet_Energy21 Sep 2022
Replying to @TomLRodgers @centricaplc @CMAgovUK @StorengyUK
it has an exemption on third party access ofgem.gov.uk/publications/de…

Decision on Centrica Storage Limited's application for an exemption to nTPA for Rough gas storage...

Centrica Storage Limited has applied for an exemption from negotiated third party access for the Rough gas storage facility

ofgem.gov.uk
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#Gazprom produced 12.6bcm of #natgas in the first two-weeks of September, a drop of 38% drop year on year. #ONGT #TTF
Image from Tom Marzec-Manser (@tmarzecmanser)
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Waiting for #NordStream1… Restart nominated at 02:00CET on 3-Sep. Which is in the closing hours of gas-day 2-Sep. #TTF #natgas #Gazprom #ONGT 🤞😬
Image from Tom Marzec-Manser (@tmarzecmanser)
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Latest @ICISOfficial data shows a huge drop in industrial gas demand as response to high prices. Energy efficiency savings or signs of deindustrialisation? Economic indicators will tell, once published later this year. Credit to @TomLRodgers. #ONGT #natgas
Image from Andreas Schroeder (@A_Schroeder1985)
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Russia now supplying Hungary with an extra 2.6mcm/d via TurkStream. But this is not net extra #natgas to Europe as TK->BG flows are unchanged. Rather I’d say Serbia has filled storage so #Gazprom now able to deliver similar spare volume to another customer.
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Europe’s #natgas supply in July was just 10% #Gazprom pipe, with 3.7bcm delivered. Another 5% was Russia #LNG from Yamal. US LNG covered 13% of supply, while Norway pipe was #1 supplier at 27%. @ICISOfficial data. #TTF #ONGT
Image from Tom Marzec-Manser (@tmarzecmanser)
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Thomas Rodgers retweeted
Thomas Rodgers (@TomLRodgers) profile picture
Thomas Rodgers@TomLRodgers30 May 2022
You would need to replace all the cushion gas Centrica has extracted (at least 4bcm) before you could even start filling it up as a storage site. Cushion gas sits there to just maintain the pressure - you dont get it back in winter.
Simon Jack (@BBCSimonJack) profile pictureSimon Jack
@BBCSimonJack30 May 2022
Government considers move to re-open gas storage facility mothballed in 2017. bbc.co.uk/news/business-6163…

UK in talks to reopen giant gas storage facility for winter

The government is considering scenarios in case Russia's gas shipments to the EU are disrupted.

bbc.co.uk
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Putin on NordStream1 natgas flow possibly falling to 30mcm/d from 26 July. (Google Translate) kremlin.ru/events/president/…
Image from Tom Marzec-Manser (@tmarzecmanser)
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12-Jul-22: Norwegian #natgas production issues continue, with output down about 20%. Hopefully just until the end of today. Unplanned outages at Sleipner field and the Kollsnes and Nyhamna plants removing about net 70mcm/d. #TTF
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EU+UK LNG imports slide to 8.7mt in June, @ICISOfficial data show. Spain holds as the main importing nation. US the main supplier. Russia LNG still delivering around 1mt/month. #LNG #natgas #TTF #ONGT
Image from Tom Marzec-Manser (@tmarzecmanser)
Image from Tom Marzec-Manser (@tmarzecmanser)
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Thomas Rodgers retweeted
Yan Qin (@YanQinyq) profile picture
Yan Qin
@YanQinyq29 Jun 2022
😯what’s happening⁉️ Uniper SE: Withdrawal of outlook for the financial year 2022 and talks with German Government
Image from Yan Qin (@YanQinyq)
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I will be swinging by the @ICISOfficial World Base Oils Conference on Monday 27 June, to give a breakfast briefing on the situation on the European #natgas market. Maybe see you there?! Give me a shout if you want to meet up. events.icis.com/ehome/worldb…
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20-Jun-22: NS1 #natgas flows hold at 65mcm while Velke remains at 37mcm. Announced in March and totes normal #TurkStream annual maintenance starts on 21-Jun for 7 gasdays. Will Ukraine flows rise to cover the ~27mcm/d thats been going to for 🇭🇺🇷🇸🇬🇷 via 🇹🇷?? #Gazprom #TTF #ONGT
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Thomas Rodgers retweeted
Brynne Kelly (@BrynneKKelly) profile picture
Brynne Kelly@BrynneKKelly14 Jun 2022
Siemens Energy: Currently Impossible To Deliver Overhauled Gas Turbines To Customers Due To Sanctions Imposed By Canada - Informed German, Canadian Govts Company Is Working Towards Viable Solution #natgas #oott
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In the last 3 months 68% of all Freeport #LNG exports have gone to the EU+UK #natgas market @ICISOfficial data show. If the plant is only offline for 3 weeks, that’s almost 1mt of production gone from the Atlantic. 3 weeks seems optimistic, imho. #TTF #ONGT
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