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The new swing market: Asia LNG demand response to high prices
The centre of global LNG demand growth has shifted from Asia to Europe following Russia’s invasion of Ukraine. Asian LNG demand has fallen 7% year-...
North America gas weekly update: Big Hero 6
Weekly gas storage injections continue to outpace both the five-year average and last year’s. Despite a potential colder weather pattern flip, US L...
North America gas markets short-term outlook: Fall back
Henry Hub gas prices have already started their fall back, retreating from the $6.50/mmbtu highs seen over the past month. Near record October warm...
North America gas weekly update: Five Below
Below or beyond $5/mmbtu? What’s the real fair value of Henry Hub? With gas storage set to be at 97% of five-year average levels, the US is enterin...
North America gas weekly update: Fall
Cooling loads increased week-over-week, and this October is setting up as one of the warmest on record. However, the real story of Henry Hub gas pr...
North America Crude Markets short-term outlook: October 2021
As we roll our short-term outlook out to 2023 we assess the market implications of the in-service of the beleaguered TransMountain Expansion (TMX) ...
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