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OPEC+ production cuts tracker
In this spreadsheet we document the OPEC group changes historically, as far back as 2006. The focus is on the more recent agreements with the wider...
Return of Venezuelan barrels: assessing scenarios for supply and refining
A rapidly evolving landscape in Venezuela has spurred widespread uncertainty across global oil markets entering 2026. The range of possible outcome...
Why Henry Hub mispricing will shake Brazil's 2026 power capacity auction
Brazil's 2026 power capacity auction: Three strategic dimensions that will determine success The structure of the March 2026 capacity auction rewar...
North America gas supply basin takeaway monitor
The North American Takeaway Monitor is provided to show natural gas pipeline takeaway capacity. This report combines Wood Mackenzie’s supply foreca...
Brazil's gas spot market: solid 2025, smart play for 2026
Brazil’s spot gas market expanded in 2025, with LDCs purchasing 60 million cubic meters by November—50% above 2024 levels. Spot contracts averaged ...
2025 Europe Gas Year in Review
The end of Russian pipeline transit through Ukraine and a global LNG supply surge drove price volatility throughout 2025. TTF spiked in Q1 as inven...
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