How LNG and power are shaping US gas pipeline development

• 24 September 2025

As gas demand continues to grow, end users are stepping up to underpin midstream projects to secure long-term supply.

NG3 pipeline begins deliveries ahead of schedule

• 03 October 2025

NG3 is online early - adding new Haynesville takeaway capacity to meet growing LNG demand

Peak season pressures reshape US power markets as capacity constraints drive price volatility

• 07 October 2025

PJM's capacity auction hits price cap whilst MISO experiences record interregional flows, highlighting growing supply-demand imbalances across major electricity markets

Managing the nitrogen challenge in Permian gas

• 23 October 2025

Rising Permian supply brings new compositional and cost challenges for LNG exporters.

Gulf of America upstream: our view on rig rates

• 12 November 2025

Day rates have held firm despite significant softening in oil prices since 2022, but can high prices pre-vail much longer?

What defined oil trading in 2025: five moments that mattered

• 01 December 2025

A year shaped by policy uncertainty, supply growth, and structural shifts in refining and trade flows.

US L48 gas: injection season ends

• 02 December 2025

Storage inventories peak at 3.96 Tcf after third-largest injection season of the last decade.

US Lower 48: 4 things to look for in 2026

• 02 January 2026

Oil and gas face diverging paths in the US Lower 48 in 2026.

Rising retail rates are accelerating commercial solar payback periods

• 13 January 2026

Escalating electricity prices create a new landscape for post-ITC commercial solar development

Can Venezuela’s aluminium industry be revived?

• 20 January 2026

The country’s impressive resources aren’t limited to its oil reserves, but what would it take to get its neglected aluminium industry up to speed?

The 3 challenges to exploiting Greenland’s rare earths

• 28 January 2026

The region’s resources are a key focus of increasing geopolitical attention, but what real potential is there for extracting them?

North America gas: 4 things to look for in 2026

• 22 January 2026

North America’s gas market is entering a structurally tighter phase in 2026, driven by rising LNG exports, growing data center demand, and evolving production dynamics. Explore the four key themes that will shape prices, supply, and infrastructure this year.

US gas prices slide as storage expectations tighten: what it means for summer 2026

• 04 March 2026

Softer Henry Hub outlook spurs power demand gains, slower injections and rising winter 2026/27 price risk.

Reality bytes: the US data centre pipeline additions halved in Q4 2025 compared to the previous quarter

• 16 March 2026

Grid bottlenecks, speculative mega-campuses and policy uncertainty are reshaping the US data centre pipeline as growth momentum slows heading into 2026

US Rockies gas: right place, right time, right economics

• 08 April 2026

Key insights for E&P firms on unlocking Rockies gas potential

US residential solar customer acquisition costs set to spike 40% in 2026 before gradual decline

• 25 March 2026

Installers are transitioning to customer lifetime value models as the market adapts to a post-25D investment tax credit landscape

The state of safe harboring: a strategic outlook for US utility-scale solar development

• 01 April 2026

Unpacking the solar safe harbor sprint

Need to know: North American natural gas in Summer 2026

• 21 April 2026

From natural gas production expectations to LNG production ramp-up and the impact of the Iran war on US LNG exports, the information you need as a trader.

Valero Port Arthur refinery: a month after the explosion

• 30 April 2026

Recovery advances as repairs continue at Valero's Port Arthur refinery.

US grid seasonal outlook webinars: Key takeaways for NYISO and ISONE

• 20 December 2023

What topics are top of mind for these major electricity grid operators?

Uncertainty dominates the 2025 US power outlook

• 11 February 2025

President Trump's energy dominance, looming trade wars and an AI boom reshape this year's US power outlook

US power struggle: how data centre demand is challenging the electricity market model

• 19 June 2025

This month's Horizons spotlights the urgent need for power industry stakeholders to adapt their strategies to rise to a gargantuan demand challenge that could quickly become a crisis.

Hitting the brakes: how the energy transition could decelerate in the US

• 16 May 2024

The US is facing a pivotal moment for its energy future. Depending on the results of the election, investment in the energy and natural resources sectors could play out in very different ways.

Boom time: what the Inflation Reduction Act means for US renewables manufacturers

• 19 January 2023

Without doubt, 2022 will be remembered as one of the most pivotal years in the history of power generation. It was the year that highlighted the folly of concentrated supply.

Silver linings playbook: five reasons to be cheerful

• 08 December 2022

Our analysts have identified five developments that suggest that, despite the setbacks of the past year, the world is laying the foundations for a decade or more of sustained opportunity that will deliver better outcomes for the reliability, affordability and sustainability of our energy and natural resources.

One giant leap: President Biden's vision for repowering America

• 16 September 2021

Sixty years after President John F. Kennedy launched the programme that would put the first man on the moon, US President Joe Biden has set an equally challenging, transformative goal: achieving net zero emissions in the US power sector by 2035 and the broader economy by 2050.

Europe coal burn report

Get the most up-to-date coal demand estimates for the European power sector on a country-by-country basis.

WindcastIQ

Anticipate wind-related congestion and power price volatility, with accurate wind power generation forecasts and expert market analysis.

CongestionIQ

Leverage our quantifiable predictions about congestion events across the US power grid to develop and strengthen congestion trading and hedging strategies.

US shale gas is back: new demand signals underpin upstream opportunity

• 09 October 2025

Which companies and areas are best positioned to capitalise on a structural shift in US gas demand?