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North America Crude Markets short-term outlook: September 2022
Pervasive backwardation in the Brent term structure largely collapsed in August on sufficient near-term sweet crude availability in the Atlantic ba...
LNG short-term trade and price outlook (Q3 2022)
Rallying power prices, outages in Norway and continued uncertainties on Russian flows have pushed European gas prices above $80/mmbtu. European LNG...
Global short-term LNG demand tracker (Q3 2022)
As Russian flows declined, LNG imports have been essential for storage refill in Europe. Regas terminals in Belgium, France and the Netherlands con...
Macro oils short-term outlook: September 2022
Oil prices fell in August, as recession fears gripped the market, causing widespread expectations demand growth would collapse. In our updated shor...
North America gas weekly update: US gas production ramps up again
Over the Labor Day holiday weekend, daily US gas production once again set a new record high. Gains are largely a recovery from maintenance and out...
The changing dynamics of Southern Cone gas integration
The dynamics of Southern Cone gas integration are changing. What was once established with Bolivia as a major supplier and Argentina and Brazil as ...
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