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North America gas weekly update: Freeport LNG restart worries mounting
Freeport LNG’s “early to mid-November” restart guidance is at risk. Without a regulatory restart approval so far, early November seems out of the w...
Southern Cone gas and power short-term outlook: October
Gas and power markets in the Southern Cone can finally relax in 2022. While the end of the winter reduced the tightness of the Argentinian gas mark...
North America Crude Market 10-year investment horizon outlook
Eight months into Russia’s invasion of Ukraine, the impacts on the North American crude value chain have been notable with likely sticky dynamics s...
North America gas weekly update: Delay in LNG restarts?
The soon-to-expire NYMEX November 2022 contract fell below $5/mmbtu last week before rebounding above $5.60/mmbtu in today’s trading. However, the ...
North America gas short-term outlook: Winter price risk premia start to erode fast and furious
Despite a brief cold front in mid-October, the start of winter looks to be delayed and mild — not only in the US but in Canada and Western Europe a...
North America gas weekly update: Market braces for fifth consecutive triple-digit storage build
Henry Hub gas prices for the prompt NYMEX November 2022 contract have collapsed below $6/mmbtu. That’s more than $3/mmbtu lower than just a month a...
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