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The new swing market: Asia LNG demand response to high prices
The centre of global LNG demand growth has shifted from Asia to Europe following Russia’s invasion of Ukraine. Asian LNG demand has fallen 7% year-...
Reversing a giant: assessing North American market impacts and project-level economics from a reversal of the Capline pipeline
Beginning in 1Q22 a reversal to southbound service of the Capline pipeline — the lone remaining major northbound flowing system out of the US Gulf ...
Review of PipeChina’s LNG terminal access in Q1 2021
PipeChina recently disclosed the Q1 2021 data on LNG terminal access services. A total of 3.94 Mt LNG was imported at its six operating terminals. ...
Review of PipeChina’s LNG terminal access in Q2 2021
PipeChina recently disclosed the Q2 2021 data on its LNG terminal access services. As the peak winter season ended, NOCs’ share declined, with more...
LNG short-term trade and price outlook (Q3 2017)
Asian LNG imports increased at a record pace up to June 2017. With abundant supply and Asian LNG prices soft relative to coal, the market for Asian...
Russia/Ukraine crisis: Recession risk and what it means for oil demand
The combination of Russia/Ukraine conflict impacts to the global economy and persistent inflation now raises the risk of a potential recession, par...
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