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China's electric vehicle surge: a free market takeover
Since the second half of 2020, China’s EV sales are rising vigorously, with their shares in total car sales rising from 6% in 2020 to 24% in the fi...
Clear skies for now, but a storm on the horizon: What does recent pricing volatility say about future Gulf Coast gas markets?
The past few years have witnessed periods of separation between Henry Hub and Haynesville price points. Interestingly, these have occurred during p...
Changes in LNG seasonality: the growing impact of weather
The LNG supply profile is changing. The gas liquefaction process is sensitive to temperature and the greater geographic spread of new LNG projects ...
Brent-WTI spread hits two year high
The Brent-WTI differential remains wide at around $6 per barrel, its widest level since prior to the crude export ban lifting in late 2015. It incr...
Can Europe get through the winter?
Imports through Nord Stream have been averaging 42% of nominal capacity since Gazprom reduced flows on 14th June blaming an inability to complete c...
Can power demand for gas sustain record-breaking levels through the summer?
With Henry Hub trading close to summer 2015 levels, reduced coal contracting and coal unit retirements sets up strong growth in gas demand for July...
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