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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...
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...
Carbon capture and storage: An oil market perspective
Carbon emissions pose a risk to future liquids production as there is increasing shareholder pressure on the oil industry to meet the Paris Agreeme...
Entry-exit transport tariff in Brazil: What to expect from the recent change in transport tariff methodology
Aiming to facilitate a more open and competitive gas market, Brazil has recently adopted entry-exit transmission tariffs, among other measures, wit...
Developments in Asia Downstream LNG
China, Southeast Asia and South Asia are the next frontier of global LNG demand. Throughout these regions, governments and private players are deve...
European gas: will there be enough supply this winter to meet demand?
The unprecedented high prices and volatility we are seeing in Europe go way beyond current market tightness and cut to the heart of a very real con...
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