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North America gas weekly update: $4 gas
$4 gas may not be uncommon at the pump, but $4 gas in the context of natural gas markets—now there’s something rare. One thinks of this past Februa...
Thailand's scramble for LNG: a reality check on gas market fundamentals
Thailand’s LNG demand has surged by almost 50% in first-half 2022 compared to the same period last year. Our full-year LNG demand forecast for Thai...
North America gas weekly update: Cooler July?
After a blistering June, peak summer weather in July so far has cooled down. The West remains very hot with added threats from wildfires and contin...
Are high prices affecting oil demand?
The global oil demand recovery, which accelerated in Q4 2021, is facing strong headwinds this year amid a combination of high fuel prices, lingerin...
North America Crude Markets short-term outlook: July 2021
WTI prices reaching a high of $76 per barrel in June, a price not seen since 2014, was paired with a rapid drawdown in US inventories. Specifically...
Macro Oils short-term outlook: July 2021
Prices strengthened during June, rising from $68 to $77 per barrel for Brent over the month, as demand is recovering strongly in the US and continu...
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