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Southern Cone gas and power markets short-term outlook: January 2022
Hydrology has been improving significantly in Brazil in the last few months. In January, while hydro inflows were 43% higher than the average, rese...
NYMEX sensitivity case developed from the Mexico gas, power, and renewables investment horizon outlook to 2032
This “NYMEX” case represents the use of the New York Mercantile Exchange futures gas prices and the impact on Mexico’s power sector long-term outlo...
How will oil and gas companies get to Scope 3 net zero?
Only ten oil and gas companies in our Corporate Service universe have set net zero Scope 3 ambitions. The limited commitment reflects the huge chal...
Strategy update: TotalEnergies’ 2022 Strategy and Outlook
Growing shareholder returns was a focus for TotalEnergies’ 2022 Investor Day. A new capital allocation framework in which it will allocate a higher...
Mexico gas, power, and renewables investment horizon outlook to 2032
After a wild bull run in 2021, Henry Hub normalizes nearly US$3/mmBtu beyond this winter. However, we expect it to be higher by 6.8% than our previ...
Southern Cone gas and power markets short-term outlook: balance starts softening
The significant improvement in hydrology reduced electricity supply risks in Brazil for the next six months. However, the current situation is far ...
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