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North America gas weekly update: Warmth into October
This summer was the sixth warmest since 1981, and the warmth looks to continue into October which is actually bearish for Henry Hub gas prices for ...
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...
Could a winter crisis boost oil demand?
The Ukraine war and Russia’s squeeze of gas supply to Europe have pushed European gas prices far above coal and oil on an energy equivalence basis....
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