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North America gas short-term outlook: Henry Hub gas prices collapse
After an already mild November, December is even milder compared to seasonal averages. With little prospect of persistent cold arriving anytime soo...
North America gas weekly update: Storage surplus expanding
A natural gas price “relief rally” as high as near $2.60/mmbtu continues after the NYMEX January 2024 contract collapsed as low as $2.25/mmbtu last...
Oil and refining in a net zero world
The global oil market faces an array of uncertainties including political risk; the timing of when oil demand peaks; how quickly demand declines on...
North America gas weekly update: Henry Hub in free fall
The peak winter NYMEX January 2024 contract has collapsed near $2.30/mmbtu. The winter risk premia represented by the spread between the March/Apri...
North American NGL Infrastructure Databank - February 2024
This report tracks existing and planned NGL infrastructure including gas processing facilities, fractionation, NGL pipelines, and NGL export capaci...
Global short-term LNG demand tracker (Q4 2023)
Global LNG demand has been muted in H2 2023. Inventories in key Asian markets were high from the beginning of this year – which depleted somehow in...
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