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Oil and gas markets Insights reports
US-Iran tensions increase Iran's oil supply risks
The latest round of indirect talks between the US and Iran concluded on 17 February. The discussion has focused on Iran’s nuclear programme limitat...
AEQUITA's European experiment: a chemicals comeback?
AEQUITA, a private equity firm specialising in group carve-outs and company succession, has strengthened its chemicals debut by agreeing to acquire...
Brazil's 2026 power capacity auction in brief
Follow the rolling coverage of Brazil's 2026 power capacity auction events as they happen, including the our takes in the latest news and insights....
Return of Venezuelan barrels: assessing scenarios for supply and refining
A rapidly evolving landscape in Venezuela has spurred widespread uncertainty across global oil markets entering 2026. The range of possible outcome...
Why Henry Hub mispricing will shake Brazil's 2026 power capacity auction
Brazil's 2026 power capacity auction: Three strategic dimensions that will determine success The structure of the March 2026 capacity auction rewar...
Brazil's gas spot market: solid 2025, smart play for 2026
Brazil’s spot gas market expanded in 2025, with LDCs purchasing 60 million cubic meters by November—50% above 2024 levels. Spot contracts averaged ...
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