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North America gas weekly update: Higher for longer?
Higher for longer? Henry Hub is on a meteoric rise, as the October contract traded over $5/mmbtu last week. This comes as persistent hot weather an...
Macro Oils short-term outlook: September 2021
The 1 September 2021 OPEC+ meeting results were not a surprise to the market, or to our short-term analysis. We continue to factor in a rise in pro...
North America Crude Markets short-term outlook: September 2021
The US Gulf Coast market is still reeling from Hurricane Ida making landfall in late August with significant offshore production as well as Louisia...
North America gas weekly update: Ida impacts continue
It’s hot. An increase in CDDs for the remainder of August is breathing life back into the soon expiring prompt NYMEX September contract, but we mig...
US NGL Infrastructure Databank - August 2022
This report tracks existing and planned NGL infrastructure including gas processing facilities, fractionation, NGL pipelines, and NGL export capaci...
Southern Cone gas and power markets short-term outlook: supply disruptions loom
The dry hydrology is intensifying in the Southern Cone. Due to its hydro-dependency, Brazil’s situation is the most challenging. At the end of July...
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