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Malaysia Reference Price (MRP): A few years on, has it delivered and where is it headed?
Introduced in 2022, MRP replaced nearly three decades of subsidised gas pricing with an LNG export-linked mechanism, ending a regime that had spurr...
OPEC+ production cuts tracker
In this spreadsheet we document the OPEC group changes historically, as far back as 2006. The focus is on the more recent agreements with the wider...
China’s 15th Five-Year Energy Plan and Action Plan for Carbon Peaking: implications for the natural gas sector
In June and July 2026, China released the 15th Five-Year Plan for Constructing a New-type Energy System and the Action Plan for Carbon Peaking Duri...
Iran war scenarios: implications for the gas and LNG market
The ceasefire between the US and Iran has broken down and a prolonged closure of the Strait of Hormuz is now the greatest single risk to both energ...
US LNG cargo cancellations: why volatility comes before balance
Wood Mackenzie expects a period of LNG oversupply from the late 2020s into the early 2030s, a call that holds up across our range of scenarios for ...
Lens Gas North America - Lens Direct dashboards
This landing page hosts various Excel-based dashboards that work seamlessly with Lens Direct's API functionality for subscribers of Lens Gas North ...
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