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The evolving landscape in the Southern Cone: what does it mean for gas and LNG markets?
The Southern Cone has been the most dynamic and integrated gas market in South America, where Bolivia plays a key gas supplier role for Argentina a...
North America crude markets short-term early May 2016
The early-May North America crude market monthly report provides our crude oil price outlook for the rest of 2016 and for 2017. We consider the imp...
North America Crude Markets short-term outlook: March 2021
All market eyes this month were on the surprise cautious approach taken by OPEC+ in returning production to the market. This notably sent WTI price...
What if pipelines can't be built anymore in the Northeast?
More than 4.5 bcfd of new Northeast pipeline capacity is assumed in our base case. Along with the cancellation of PennEast pipeline this October, t...
What will midstream reform mean for China's future gas supply mix?
The reform of China’s gas sector in the latter half of 2016 has been unprecedented. Since August, the government has released a series of directive...
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...
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