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North America gas short-term outlook: Henry Hub generates support while Waha falls into an abyss
Despite significant supply curtailments, the US lower 48 working gas storage overhang has failed to decline much. Mild weather and US LNG underperf...
LDC contract tracker dashboard
Our Brazilian LDC contract tracker dashboard is updated. This Q2 2024 version contains all contracts published up to May 3rd 2024 with the followin...
North America Crude Market Strategic Planning Outlook 2024
In our updated strategic planning outlook to 2050, we balance moderate upward revisions to both US supply and domestic crude runs. We continue to v...
North America gas weekly update: Freeport LNG woes continue
Is Freeport LNG cursed? A trip on the ventilation flow meter of Train 3 is the latest incident resulting in a near total outage at the facility. Ad...
North America gas weekly update: Injection season begins
Another mild winter has caused US L48 working gas storage to enter the injection season significantly above the five-year average and last year. Wi...
Macro oils short-term outlook: April 2024
Prices moved up in March, by $1.50/bbl from February, to average $85.40/bbl, close to our forecast of $85.00/bbl. The upward trend continued in ear...
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