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Oil and gas markets Insights reports
Oil prices under a 2-degree scenario
What levels could oil and gas prices trade at under a 2 oC scenario? In this report we examine the potential pathways for oil and refining markets ...
Oil’s limited role in the current energy crunch
The oil market is not exactly experiencing a supply crunch the same way natural gas is. For oil, fear of a future supply shortage, rather than an a...
The Known Unknown: Growing ethane demand will spell a tighter year for US dry gas
When the market talks about ethane and ethane rejection, it always comes from the viewpoint of the availability of ethane and the cost to supply th...
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-...
Reversing a giant: assessing North American market impacts and project-level economics from a reversal of the Capline pipeline
Beginning in 1Q22 a reversal to southbound service of the Capline pipeline — the lone remaining major northbound flowing system out of the US Gulf ...
Review of PipeChina’s LNG terminal access in Q1 2021
PipeChina recently disclosed the Q1 2021 data on LNG terminal access services. A total of 3.94 Mt LNG was imported at its six operating terminals. ...
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