Otar Dgebuadze

Natasha Kaneva, Head of Global Commodities Research at J.P. Morgan, discusses how recent events in Venezuela may shape global oil and gas markets. Greg Shearer, specializing in metals markets, highlights the opaque data and challenges in the Venezuelan metals sector, including gold and nickel opportunities. Otar Dgebuadze focuses on the potential of Venezuelan LNG exports and the bearish impacts on current markets. As Western investments return, oil and gold could see significant long-term supply increases, reshaping global commodity dynamics.

Otar Dgebuadze, a European natural gas analyst focused on LNG and regional flows. Greg Shearer, head of base and precious metals strategy tracking metals moves and outlooks. They unpack strikes on energy infrastructure and Qatar LNG damage. They cover Asian fuel shortages, base metals weakness, and why gas and oil benchmarks are diverging.

Otar Dgebuadze, J.P. Morgan natural gas analyst covering European and global gas flows and weather impacts. Greg Shearer, J.P. Morgan metals strategist focused on gold, silver and copper market drivers. They unpack extreme cold tightening European gas, LNG flow disruptions and storage hits. They also tour metals volatility, ETF flows, record spikes and the forces behind a rapid gold run and copper swings.

Greg Shearer, metals strategist focused on supply shocks and precious metals dynamics. Otar Dgebuadze, European gas specialist tracking LNG flows and storage. They unpack strikes on metal plants, aluminum restart risks and possible deficits. They also cover strained LNG deliveries, low European storage and rerouting risks after Red Sea disruptions.

Otar Dgebuadze, head of the European Natural Gas Team and global LNG researcher, explains how conflict is disrupting Strait of Hormuz transit and straining LNG logistics. He discusses tanker congestion, which volumes are at risk, why Qatar matters, and the differing restart timelines for oil versus LNG. Short, focused take on supply risks and market dynamics.

Otar Dgebuadze, an expert on global LNG supply and author of the Global LNG Analyzer 2035, and Nina Fahy, head of U.S. Natural Gas Research, dive deep into the dynamics of LNG markets. They discuss how rising supply contrasts with declining demand in established markets like China and Europe due to renewable energy shifts. The conversation highlights the urgent need for enhanced infrastructure in emerging markets, particularly in Asia, to absorb this excess supply while emphasizing the critical flexibility needed from the U.S. natural gas sector.

Otar Dgebuadze, a natural gas and LNG market analyst, dives into the dynamics of China's gas market. He discusses how domestic production growth and increased Russian pipeline flows have shaped demand, predicting that LNG demand will peak in 2032. Otar highlights China's impressive regasification infrastructure and potential to transition from an importer to a global trader. The conversation also touches on the impact of China's five-year plan, industrial prioritization, and the future of gas supply through 2035.

Joined by Greg Shearer, Head of Base & Precious Metals Research, and Otar Dgebuadze, a Natural Gas analyst, the discussion dives into the intriguing dynamics of global commodities. Shearer predicts gold may soar to $5,000 by 2026, driven by surging demand, and shares bullish insights on copper, projecting prices around $12,500. Dgebuadze offers a bearish outlook for U.S. natural gas, with prices averaging $3.74/MMBtu due to oversupply. Both experts unveil a ‘crocodile cycle’ that marks a departure from traditional commodity trends.

Greg Shearer, Head of Base & Precious Metals Research, brings insights on Venezuela's gold and nickel potential, emphasizing the impact of investment on their massive untapped reserves. Otar Dgebuadze, a Natural Gas researcher, analyzes Venezuelan gas reserves and their importance for LNG exports to Trinidad and Colombia. The discussion extends to how U.S. engagement could reshape oil sector dynamics, especially concerning production gains, while addressing the challenges posed by infrastructure in the mining and aluminum sectors.

Otar Dgebuadze, JPMorgan’s lead on European natural gas research, breaks down market fundamentals in a lively chat. He walks through January’s weather-driven price spikes and why storage shortfalls and delayed LNG projects tightened 2026 balances. He also compares TTF and NBP dynamics and outlines how new infrastructure could ease pressures after 2027.