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Oil and gas markets reports
Fate sealed? Western Canadian supply loses Eastern Canada to the Northeast supply in 2018
The Northeast pipeline projects that have received their certificates will unleash the low-cost Utica and Marcellus gas and intensify supply compet...
European gas storage operators under pressure
The market value of gas storage is to a large extent determined by the summer-winter spread of gas prices. In recent years these spreads have falle...
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 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...
Global gas and LNG themes - Q2 2016
“Global gas and LNG themes” selects some current events and factors of relevance to the global gas and LNG market. It is available to subscribers o...
Global gas markets long-term outlook - Unconventional supply - H1 2015
We forecast unconventional production in North Africa exceeding 1,000 bcm by 2022. Technology, drilling improvements and optimisation continue to l...
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