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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 ...
Dual supply shock scenario: what would happen if Iran and UAE open the taps?
We stress-test a scenario in which Iran and the UAE both produce well above our base case - and what it means for oil markets, 2028-2035. If the UA...
Twelve months of change: Reassessing US LPG trade flows in a shifting geopolitical landscape
This report builds on our prior analysis of U.S. LPG trade flow disruptions, revisiting the market one year later to assess how patterns have evolv...
Richer barrels ahead: higher yields reshaping Canadian NGL supply
In this insight, we examine how Western Canada’s gas growth is becoming increasingly liquids-rich, with basin-level gains driven by a small number ...
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...
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