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High Northeast gas prices: Here today, gone tomorrow?
After years of trading at less than $2/mmbtu, Northeast gas prices have finally rallied—and reconnected with the broader market. About 1.5 bcfd of ...
Iran sanctions: how quickly can oil production be restored?
The election of Joe Biden as US President in January 2021 has increased anticipation of a return to the Iran nuclear deal and lifting of US sanctio...
Iran's natural gas: competing ambitions and priorities
Iran's natural gas export options have stalled for decades… but impetus is growing again. Neighbouring countries have strong drivers to import natu...
Is the market reaction to the latest delay of Mountain Valley Pipeline justified?
On 25 January, the US Court of Appeals for the Fourth Circuit vacated permits issued by the US Forest Service (USFS) and the Bureau of Land Managem...
Keep on trucking – When it comes to vehicles, size does matter to US consumers
As the world’s largest user of gasoline, where the US consumer goes has a dramatic effect on global oil demand, as illustrated by the sharp pandemi...
Europe gas supply: 2016 in review
Market fundamentals in Europe tightened in 2016. Gas demand increased by 29 bcm year-on-year, supported by coal retirals in the UK, high coal price...
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