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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...
Low prices are the cure to low natural gas prices
Henry Hub prices have collapsed and are approaching $2/mmbtu after nearing double digits just last fall. A large storage deficit due to previously ...
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...
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