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It’s an ill wind…

UK: Suitable for professional clients only.

Date: 29 September 2021

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Paul Craig and Hinesh Patel meet with Rob Sorrentino of Eckhardt Trading Company (ETC) and Alex Rau of Environmental Commodity Partners to discuss the explosive recent growth of natural gas prices.

As our expert guests explain, the confluence of record low levels of underground storage, poor maintenance and a sudden reliance on Russian gas coupled with the declining use of coal and nuclear options has created “a slow-motion train wreck in energy markets” that could take three years to clear.

The immediate outlook, they say, depends entirely on the weather; a mild winter in Europe could ease the current spiral in prices but an extreme winter will deliver even more extreme energy prices.

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This communication is issued by Quilter Investors Limited (“Quilter Investors”), Senator House, 85 Queen Victoria Street, London, England, EC4V 4AB. Quilter Investors is registered in England and Wales (number: 04227837) and is authorised and regulated by the Financial Conduct Authority (FRN: 208543) but is not licenced or regulated by the Monetary Authority of Singapore (“MAS”).

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Paul Craig

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Hinesh Patel

Portfolio Manager

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