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Canadian wildfires weaken natural gas demand but mask strengthening market fundamentals
We estimate 1.1 million b/d crude oil production has been shut-in so far, taking away 1 bcfd of gas demand along with it for a few days in May. How...
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...
Propane tightens to historic highs amid crude oil doldrums
Propane prices at Mont Belvieu gained $0.25/bbl to close August 1 at $31.04/bbl (73.9 cpg) or 63% of WTI, even as WTI prices dropped by $1.01/bbl t...
North America gas markets new industrial capacity update Q3 2016
While new fertilizer projects are gradually coming online, global over-supply is depressing fertilizer prices. Projects that are not under construc...
Global gas markets long-term outlook - LNG supply - H1 2015
Our latest view on liquefaction project start ups. Our analysis includes a strengthened outlook for US exports, with some 60 mmtpa of L48 exports i...
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...
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