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Global gas & LNG weekly summary: 20 June 2024
Disruptions at Australian facilities prompted July TTF prices to settle at around $11.1/mmbtu, the highest level seen since last year. Reduced LNG ...
Global gas & LNG weekly summary: 13 June 2024
July TTF prices remained steady this week, closing at approximately $10.7/mmbtu. The cross-basin arbitrage between Northeast Asian DES and TTF narr...
Venture Global’s IPO - What will drive value?
Venture Global, the upstart developer and operator of large-scale US LNG projects, completed an IPO that raised US$1.75 billion. We characterize Ve...
Global gas & LNG weekly summary: 6 June 2024
July TTF prices rose to $11/mmbtu by week's end, spiking midweek due to supply uncertainty from a crack in a pipeline on Equinor's Sleipner riser p...
LNG short-term outlook: May 2024
TTF prices continued their relentless rally in May, increasing +22% to $10.8/mmbtu. Unplanned maintenance in Norway, uncertainties on Russian flows...
Global gas & LNG weekly summary: 30 May 2024
June TTF prices continued to make gains at the start of the week but fell to $10.7/mmbtu after failing to find support above $11. Concern regarding...
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