Market Insight
Tony Jordan
9 November 2023

Market Insights 09/11/2023

DAILY MARKET REPORT – 09/11/2023

A level day yesterday to keep prices as they were, and continuing to stay within the recent range.

Yesterday saw the TTF Front Month contract settle at €45.78 (from €46.06) and the NBP Front Month contract at 116.12p (from 116.57p).

No unplanned outage this morning and we see a flow level at 345mcm from Norway (342). Russian nominations showing Velke Kapusany at 36.7mcm (37.6) and Sudzha at 42.4mcm (42.4). Nord Stream remains unavailable. EU gas storage showing at 99.61% full as per AGSI+. LNG vessels due to arrive in UK next couple of weeks is 6.

This morning we see the Front Month TTF contract at €46, NO CHANGE to the previous settlement.

A quick check on some key contracts (rounded to nearest whole):
Curve TTF Front Month €46, Front Season €46 (vs €46 and €46)
Curve NBP Front Month 116p, Front Season 116p (vs 117p and 117p)
UK Gas NBP spot 103p (from 104p)
UK Power DA £97 (from £90)

UK power prices show the UK Front Month Baseload contract at £97 (£97) and Front Season at £98 (£97).

In other areas of the market Brent Oil is at $80 ($82) and EUAs are at €76 (€75). Henry Hub is at $3.11 ($3.14) and JKM is at $17.29 ($17.36) with TTF Equiv of $14.38 ($14.44).

Numbers in brackets show the previous reports value.