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China gas markets long-term outlook H1 2015
Demand growth in China's gas market – averaging c. 15% for the past 5 years – slumped to under 3% year-on-year in the first 6 months of 2015, drivi...
Clear skies for now, but a storm on the horizon: What does recent pricing volatility say about future Gulf Coast gas markets?
The past few years have witnessed periods of separation between Henry Hub and Haynesville price points. Interestingly, these have occurred during p...
Could a winter crisis boost oil demand?
The Ukraine war and Russia’s squeeze of gas supply to Europe have pushed European gas prices far above coal and oil on an energy equivalence basis....
North America NGL: 5 things to look for in 2022
NGL prices have gone through their fair share of ups and downs in 2021, but the recent price uptick could indicate an eventful 2022 as the major pl...
OPEC's options, price impact, US reaction
OPEC faces a dilemma: extend the existing production cut agreement and support price, or end the production cuts and watch prices drop. The dilemma...
Reaching tidewater: Assessing US Gulf Coast crude loading capacity
Over the previous five years the US has vaulted up the list of crude exporting nations at a breakneck pace. Prior to the COVID market downturn, US ...
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