Head of Market Analysis – LNG & European Gas
The Head of Market Analysis – LNG & European Gas oversees regional market modelling and analytics for global LNG and European Gas flows. The role guides the development of high‑quality forecasts, scenario tools, predictive models, and generation of actionable insights to support trading and optimization decisions across seasonal, prompt, and medium‑term tenors. The successful candidate will be responsible for overseeing the building, validating, and deploying predictive models that inform trading decisions, collaborating with data science and IT teams to ensure best‑in‑class analytics capabilities. The position is London based with periodic travel to Houston and Singapore and leads a team of fundamental analysts reporting to the Head of Strategy, Trading Analytics, and Portfolio Optimization.
Responsibilities
- Develop, own, and maintain comprehensive supply/demand balance models for global LNG and key European gas hubs.
- Lead the team in developing robust short, medium, and seasonal supply‑demand balances with full geographic resolution, including liquefaction plant utilisation, shipping availability, and regasification capacity constraints.
- Oversee teams’ analysis of key price signals and arbitrage opportunities to support trading and optimisation strategies.
- Lead analysis of European gas storage dynamics, providing forecasts for injection/withdrawal rates and end‑of‑season inventory levels as well as critical infrastructure‑regional flows.
- Analyse and predict inter‑basin arbitrage opportunities and their impact on global trade flows.
- Partner with regional traders and commercial leads to integrate analytics into position‑taking, origination, and risk management, ensuring insights are both timely and actionable.
- Translate market movements, policy changes, and structural shifts into clear implications for trading, providing ongoing feedback to adjust strategy and exposures.
- Clearly communicate market insights, trends, and trading recommendations to senior traders and management, highlighting the potential impact of supply‑demand shifts on trading positions.
- Partner with the trading desk to align fundamental views with market dynamics, using technical analysis to help identify optimal entry/exit points and understand contract‑level flows.
- Ensure the team effectively uses global data management platforms (e.g., Snowflake), continuously identifying opportunities for workflow automation and digital enhancement.
- Oversee development of visualisation tools in Power BI, Spotfire, Tableau, or Plotly.
- Collaborate with the Head of Trading Analytics and digital teams to evolve model architecture, streamline reporting, and strengthen integration with trading systems.
- Coordinate with cross‑bench, Crude, NA Gas & Power, and other macro analytics teams (Chief Economist Office) to ensure alignment on market assumptions, geopolitical developments, and global fundamental dynamics.
Qualifications
- Bachelor’s or Master’s degree in Economics, Finance, Mathematics, Engineering, or a related field.
- Seven or more years in market analysis, trading analytics, or commodity research with increasing responsibility, including experience on a trading floor.
- Deep familiarity with LNG flows and global market linkages in gas, power, and LNG.
- Experience managing analytical teams and working directly with trading leadership.
Preferred Qualifications
- Strong understanding of basis pricing, curve structure, margin behaviour, and the mechanics of supply‑demand response in both physical and paper markets.
- Proven ability to build, validate, and manage high‑impact models; skilled at translating complex market signals into strategic insights and tradeable views.
- Experience identifying optimisation opportunities within a global LNG portfolio and with portfolio optimisation tools or models.
- Deep expertise in gas and power market drivers, including production trends, pipeline flows, LNG, power burn, weather, and storage dynamics.
- Solid grasp of trading concepts such as tenor structure, spreads, optionality, and risk/reward trade‑offs across seasons and time horizons.
- Strong commercial instincts with a demonstrated track record of identifying value through analysis, model development, and collaboration with trading desks.
- Capable of partnering with traders, meteorologists, commercial teams, and cross‑regional analysts to drive aligned, consistent insights.
- Comfortable leading in high‑stakes environments with rapidly evolving fundamentals and a high bar for insight precision and speed.
Legal
- Must be legally authorised to work in the United Kingdom.