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The Ethane Mullet – Rejection in the Front, Party in the Back
Ethane prices saw impressive strength in May and June, increasing 4cpg on average across the curve when compared to March and April. Strength in pr...
The Known Unknown: Growing ethane demand will spell a tighter year for US dry gas
When the market talks about ethane and ethane rejection, it always comes from the viewpoint of the availability of ethane and the cost to supply th...
The new swing market: Asia LNG demand response to high prices
The centre of global LNG demand growth has shifted from Asia to Europe following Russia’s invasion of Ukraine. Asian LNG demand has fallen 7% year-...
The threat to diesel from LNG trucking in China
There are growing concerns regarding China's trucking revolution, with LNG overtaking diesel. As we noticed, in the second half of 2023, the sales ...
TMX deep dive: Turning the page for WCSB egress
For years, the Western Canada Sedimentary Basin (WCSB) crude value chain has been plagued by periodic egress constraints. Supply gains without corr...
Transport in transition: the rise of the electric vehicle
Electric vehicles are starting to challenge the supremacy of the internal combustion engine. Although a small share of the market today, global EV ...
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