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Reversing a giant: assessing North American market impacts and project-level economics from a reversal of the Capline pipeline
Beginning in 1Q22 a reversal to southbound service of the Capline pipeline — the lone remaining major northbound flowing system out of the US Gulf ...
Review of PipeChina’s LNG terminal access in Q2 2021
PipeChina recently disclosed the Q2 2021 data on its LNG terminal access services. As the peak winter season ended, NOCs’ share declined, with more...
Global short-term LNG demand tracker (Q1 2021)
A sharp winter price spike foreshadows what Asian LNG buyers will face in future, as the region’s dependence on Atlantic LNG grows in the years ahe...
Global short-term LNG supply tracker (Q1 2021)
Supplier price response is set to disappear, with focus turning to unplanned outages, maintenances and looming feedgas shortages. Global LNG supply...
Global short-term LNG supply tracker (Q2 2021)
Global LNG supply is expected to grow +20 Mt (+5.4%) in 2021. Year-on-year supply growth in April was the highest in a year, broadly on par with Ma...
Global short-term LNG supply tracker (Q3 2021)
Global LNG supply is still on track to grow +21 Mt in 2021. However strong differences in performance are emerging, particularly within the Atlanti...
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