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Brazil’s gas free market hits the long tail: What changed and what’s next
Half of Brazil's industrial gas has migrated to the Free Market and the easy wins are over With 100+ industrial players in the free market and 15+ ...
From import dependence to shale ambition: Can Mexico rebalance its gas market?
On 8 April, President Claudia Sheinbaum announced Mexico's strategic entry into unconventional resource development. With imports accounting for 81...
The Middle East Conflict: at what price does the oil market rebalance?
A prolonged closure of the Strait of Hormuz (SoH) would remove ~10 million b/d of crude and condensate supply from global markets. Unlike 2020's de...
Assessing the oil market impact of the Middle East conflict – 8 key questions answered
Conflict in the Middle East has pushed Brent to $100/bbl. The Strait of Hormuz is effectively closed, oil production is being curtailed in the regi...
What the Middle East conflict means for the South Asian LNG market
The force majeure in Qatar affects ~20% of global LNG supply, hitting South Asia hardest, due to a high reliance on Qatari volumes. Gas demand curt...
What does closure of the Strait of Hormuz mean for Northeast Asian LNG market?
Energy flows through the Strait of Hormuz have halted, prompting QatarEnergy to declare Force Majeure on 4 March. - With 90% of Qatari and UAE LNG ...
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