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Webinar: US NGL long-term outlook – Tighter for longer
Continued capital discipline from US operators in the short-term and an accelerated view of energy transition in the long-term are contributing to ...
What could sustain LNG prices “stronger for longer”?
Our current outlook is for the LNG market to remain relatively tight through to 2025 before a new wave of LNG supply results in yet another structu...
What does a EU ban on Russian imports by 2023 mean for the global gas and LNG market?
With the pressure mounting on the EU to ban Russian gas, and with the recent restrictions of supplies by Gazprom, the future without Russian gas se...
What if pipelines can't be built anymore in the Northeast?
More than 4.5 bcfd of new Northeast pipeline capacity is assumed in our base case. Along with the cancellation of PennEast pipeline this October, t...
What if Russian piped gas came back to Europe? A scenario analysis.
Europe is at the point of no return concerning large-scale Russian piped gas imports. In our base case, we assume that only a handful of countries ...
Weather disruptions and deferrals tee up major US refinery maintenance season
A common theme has arisen from the recent wave of earnings calls over the past few weeks, as oil majors and independent refiners alike have warned ...
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