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How would a delayed energy transition in North America impact the natural gas market?
The future of the natural gas market is deeply intertwined with economic policies and policy priorities, which can be both uncertain and nuanced. C...
Gas fuels Asia’s data centre boom
The widespread emergence of generative AI is fueling the recent explosive growth of the global data centre market. Asia Pacific, specifically, is c...
Macro oils short-term outlook: August 2023
Brent recovered during July, averaging $80.10/bbl, slightly higher than our July forecast of $77.00/bbl. Our forecast for a tighter outlook in H2 2...
North America gas: MVP's rookie season
On 14 June 2024 Equitrans Midstream’s 2 bcfd, 303-mile-long Mountain Valley Pipeline (MVP) came online, flowing gas from Wetzel County, West Virgin...
Macro oils short-term outlook: July 2023
Brent prices traded in the mid $70/bbl range in June as continued weak economic signals were balanced against OPEC+ supply cuts. In July, OPEC+ ann...
Political risk and spare productive capacity
OPEC spare productive capacity is a crucial oil market indicator, showing how much production could be brought online if supply was curtailed by a ...
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