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Oil and gas markets Insights reports
Global oil cost curves and pre-FID breakevens - updated H2 2022
This insight includes the key charts and conclusions from our most recent global breakeven analysis, which was updated in line with the Global Oil ...
North America gas markets new industrial capacity update Q4 2016/Q1 2017
After a slow 2015, industrial demand picked up in 2016, as 23 projects came online, adding almost 0.5 bcfd of new gas demand. Meanwhile, methanol a...
Global short-term LNG supply tracker (Q4 2021)
A look at winter 2021/22: Global output reached around 33 Mt in October, as producers pushed hard to capture high prices. We expect global supply t...
Clear skies for now, but a storm on the horizon: What does recent pricing volatility say about future Gulf Coast gas markets?
The past few years have witnessed periods of separation between Henry Hub and Haynesville price points. Interestingly, these have occurred during p...
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