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LNG short-term trade and price outlook (Q4 2022)
European gas prices edged up in early November after a delayed start to winter. Some congestions remain, exacerbated by maintenance on key transit ...
Europe gas and power markets short-term outlook Q4 2022
As we end 2022, we estimate European gas demand will be down 10% versus 2021 – with industry the hardest-hit. The full impact of sky-high retail en...
North America gas weekly update: More delays crush Henry Hub gas prices
Prompt January 2023 Henry Hub gas prices that rallied strong entering Thanksgiving weekend, on anticipation of colder weather and Freeport LNG’s re...
A materials challenge ahead? Implications of the US EPA proposal for light-duty vehicle emission targets
The US EPA has proposed ambitious regulations to tighten emissions standards for light duty vehicles for model years 2027 – 2032. The EPA projects ...
What if Russian piped gas came back to Europe? A scenario analysis.
Europe is at the point of no return concerning large-scale Russian piped gas imports. In our base case, we assume that only a handful of countries ...
Webinar: Macro Oils strategic planning outlook
The macro oils team hosted a webinar on Thursday 18 May to present their latest Macro Oils strategic planning outlook to 2050. Our senior experts, ...
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