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China gas and power month in brief: May 2016
More positive news for Chinese gas demand with April's (unofficial) data showing further growth, indicating a sustained recovery may be underway. I...
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...
TMX deep dive: Turning the page for WCSB egress
For years, the Western Canada Sedimentary Basin (WCSB) crude value chain has been plagued by periodic egress constraints. Supply gains without corr...
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...
The Ethane Mullet – Rejection in the Front, Party in the Back
Ethane prices saw impressive strength in May and June, increasing 4cpg on average across the curve when compared to March and April. Strength in pr...
Beijing briefing series: Navigating China's latest energy sector reforms
Our topics include reforms in China's upstream, gas midstream and pricing, and gas-fired power in generation mix.
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