Analysts from J.P. Morgan Global Research take a closer look at the stories behind some of the biggest trends, themes and developments in markets today.
Episodes
9 hours ago
9 hours ago
If anything stands out in energy markets now, it is that prices have become remarkably sanguine despite an ongoing supply shock. Although market confidence and fundamentals have both contributed, our scenario analysis draws out less comfortable alternatives as the conflict drags on. In this episode, we discuss when a calm “Is that it?” can turn into a more apprehensive “What if this isn’t?”
Speakers:
Natasha Kaneva, Head of Global Commodities Research
Otar Dgebuadze, European Natural Gas
This podcast was recorded on June 5, 2026.
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