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Global short-term LNG supply tracker (Q1 2021)
Supplier price response is set to disappear, with focus turning to unplanned outages, maintenances and looming feedgas shortages. Global LNG supply...
Global short-term LNG supply tracker (Q2 2021)
Global LNG supply is expected to grow +20 Mt (+5.4%) in 2021. Year-on-year supply growth in April was the highest in a year, broadly on par with Ma...
Global short-term LNG supply tracker (Q3 2021)
Global LNG supply is still on track to grow +21 Mt in 2021. However strong differences in performance are emerging, particularly within the Atlanti...
How will India’s new gas regulations impact LNG competitiveness?
The Indian government has been very active in making regulatory and policy changes in the domestic gas market over the past 5 years. Most of the ch...
If you build it, they will come: more Permian gas takeaway needed
It’s time for an encore. As the Permian gas production recovers from the oil price collapse of 2020, it looks as though it might need more takeaway...
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 ...
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