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Coal-to-gas switching in Europe - what's the potential for increased gas demand?
The global gas market looks increasingly oversupplied to the early 2020s. As new LNG supplies come online, spot gas prices will fall, testing new f...
China’s LNG imports decreasing: what is ahead for the remainder of 2022?
China’s gas demand has been under pressure since Q4 2021 due to the economic slowdown, higher import prices, coal-friendly policy and a warmer past...
China's 14th five-year energy plan focuses on stability and cost control amid global energy crisis
On 22 March, China unveiled its 14th five-year plan for the modern energy system. The plan’s title deviates from previous naming convention (five-y...
Global Oil Cost Curves and Pre-FID Breakevens – updated H2 2020
The Oil Supply Team have updated their breakeven analysis using the H2 2020 Macro Oils/Oil Supply Tool Long term update. Breakeven costs are assign...
Global oil demand breaking records now and in the future
Despite market concerns regarding a weak global economy, global liquids demand growth has held up and is on track to reach an all-time high this ye...
Global gas and LNG themes - Q1 2017
Our “Global gas and LNG themes” slidepack selects some current events and factors of relevance to the global gas and LNG market. These cover the is...
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