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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...
China gas and power datapack 2023
Our China gas and power datapack is monthly coverage of China's market balance in gas and power sectors. This datapack provides historical monthly ...
North America Crude Markets short-term outlook: December 2023
The Canadian crude egress bottleneck has returned…. again. Fundamentals across the board point to egress constraints in Western Canada. Canadian su...
Macro oils short-term outlook: December 2023
The oil market reacted to the 30 November 2023 OPEC+ ministerial meeting with a decline in prices, as Brent slid to $80.58/bbl after the announceme...
LNG Short-Term trade and price outlook (Q4 2023)
November prices tended downwards following earlier gains in October owing to high gas inventories and milder weather forecasts for winter. Several ...
North America gas weekly update: Coldest week of the winter, but no persistence
When will we learn our lesson? US gas producers, armed with its vast low-cost resources, has once again “unleashed” its supply growth into the once...
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