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The impact of El Niño and La Niña on Chinese commodity demand in 2016
In addition to the short-term impact on the Chinese commodity market of slowing GDP, industrial overcapacity and policy reform, another important f...
Reconnected
Henry Hub gas prices have meteorically risen to its highest levels since 2008 piercing through $8/mmbtu, a more than doubling since its January con...
Global short-term LNG supply tracker (Q4 2021)
A look at winter 2021/22: Global output reached around 33 Mt in October, as producers pushed hard to capture high prices. We expect global supply t...
Canadian wildfires weaken natural gas demand but mask strengthening market fundamentals
We estimate 1.1 million b/d crude oil production has been shut-in so far, taking away 1 bcfd of gas demand along with it for a few days in May. How...
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...
Global gas markets long-term supply outlook - North America - H1 2015
US LNG is on course to grow rapidly, reaching 60 mmtpa of capacity in 2020. The first LNG exports from the US will predominantly be from terminals ...
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