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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...
The Ethane Mullet – Rejection in the Front, Party in the Back
Ethane prices saw impressive strength in May and June, increasing 4cpg on average across the curve when compared to March and April. Strength in pr...
The new swing market: Asia LNG demand response to high prices
The centre of global LNG demand growth has shifted from Asia to Europe following Russia’s invasion of Ukraine. Asian LNG demand has fallen 7% year-...
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...
Argentina’s Gas Scheme – Round 2 secures marginal winter volumes
On 20 February, the Argentinian government launched the second round of its Gas Scheme 2020-2024 tender to contract seasonal winter volumes from 20...
Beijing briefing series: Can China's recovery in power, gas and coal markets be sustained?
Our topics include macroeconomic outlook, changing dynamics in China's power market, the drivers of recent recovery in China's gas markets, and coa...
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