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Oil and gas markets reports
Transport in transition: the rise of the electric vehicle
Electric vehicles are starting to challenge the supremacy of the internal combustion engine. Although a small share of the market today, global EV ...
Energy crisis: Impact on European gas markets (6 Dec)
Demand is strong in response to coldest November in five years, November storage utilisation was 3 bcm higher than average and LNG sendout has step...
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...
Oil’s limited role in the current energy crunch
The oil market is not exactly experiencing a supply crunch the same way natural gas is. For oil, fear of a future supply shortage, rather than an a...
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...
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...
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