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North America gas weekly update: South Central storage injecting
Weather giveth, weather taketh. After briefly rallying above $3/mmbtu, prompt month Henry Hub gas prices have since retreated on a moderated cold o...
Macro oils short-term outlook: March 2023
We are still on track to see a swift recovery to strong demand growth after the sharp decline in Q4 2022. A big 2.9 million b/d lift is forecast fo...
North America Crude Markets short-term outlook: March 2023
A common theme has arisen from the recent wave of earnings calls over the past few weeks, as oil majors and independent refiners alike have warned ...
Global short-term LNG demand tracker (Q1 2023)
Chinese imports remain restricted to contracted volumes, despite the re-opening of the economy. Low forex reserves inhibit Bangladesh and Pakistan’...
LNG short-term trade and price outlook (Q1 2023)
European gas prices have softened through February as the end of winter approaches in a well-stocked market. Further commodity prices (coal, ammoni...
Southern Cone gas and power short-term outlook: February
The gas and power markets in the Southern Cone have seen a stagnation of market conditions in February. In Brazil, the improved hydrology condition...
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