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Macro oils short-term outlook: June 2022
During May, global refined product margins soared to unprecedented highs. When combined with the agreement to ban Russia imports into the EU by end...
Modelling US/EU sanctions on Russian LNG with Lens Gas and LNG
The EU has recently banned transshipments of Russian LNG in its ports. This adds to US sanctions on Arctic LNG-2 and poses a number of questions fo...
Montney breakfast briefing Canada’s competitive play May 2017
Improved productivity and sub-play economics have strengthened the Montney's competitive position in the greater North American landscape. Sub-play...
Mountain Valley Pipeline (MVP) and shifting South Atlantic gas price dynamics
Inclusion of Mountain Valley Pipeline (MVP) permitting in the recently passed Fiscal Responsibility Act (FRA) suggest that relief is on the way for...
New Argentina’s PlanGas rounds: will it underpin production growth?
Since the first round of the PlanGas.Ar (or Gas Scheme) programme, Argentina has experienced substantial gas production growth. As a result, the tr...
North America gas long-term outlook H2 2015 highlights
Upstream activity in North America is lower than ever, but production potential is higher than ever because wellhead breakevens continue to decline...
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