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North America gas weekly update: One more withdrawal
Astronomically or meteorologically, its spring. After last week’s storage withdrawal expected at -65 bcf, US natural gas storage should flip into i...
China regas tracker 2022
The China regas tracker follows the development of LNG terminals projects, forecasts regas/storage capacity and tracks the spare capacity of PipeCh...
North America gas weekly update: One last triple
Global oil and gas prices, not to mention other commodities such as Nickel, are spiking upward to record levels. Henry Hub gas prices in contrast h...
Global short-term LNG demand tracker (Q1 2022)
Balances in 2022: From a fundamentals point of view, we should expect a loosening of the global LNG market this year. LNG supply is expected to gro...
Macro oils short-term outlook: March 2022
In this Monthly Update, we have adjusted historical demand upward which lifts the total. The price forecast has also been revised upward to reflect...
North America Crude Markets short-term outlook: March 2022
Geo-political fallout is roiling global oil markets with WTI trading in a >$20/bbl range on extreme volatility in the first week of March. Uncertai...
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