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Oil and gas markets Insights reports
On knife's edge: Fate of Canadian oil pipelines hangs in the balance
Our North American Crude Markets Service (NACMS) includes analysis of various supply nodes and forecast takeaway capacities for various regions. Th...
On the road again: Where will US gasoline demand go this summer?
US gasoline demand is poised to break above the 9 million b/d mark for the first time since the onset of the Covid-19 pandemic. The vaccination pro...
OPAL decison: not so good for Gazprom
The EC decision on OPAL will enable Gazprom to bid for some extra 12.8 bcma of OPAL. However, the decision has not only made 20% (2.56 bcm) of the ...
OPEC+ and UAE compromise points toward market stability
On 18 July, OPEC+ held an unexpected meeting to decide on production levels for August and the extension of the current agreement for 2022. The dec...
OPEC's options, price impact, US reaction
OPEC faces a dilemma: extend the existing production cut agreement and support price, or end the production cuts and watch prices drop. The dilemma...
Changes in LNG seasonality: the growing impact of weather
The LNG supply profile is changing. The gas liquefaction process is sensitive to temperature and the greater geographic spread of new LNG projects ...
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