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North America gas weekly update: Peak power demand reduces storage surplus
Power demand has ramped up to a summer seasonal high, accompanied by higher exports and the slowdown of supply growth. With these fundamentally tig...
North America gas short-term outlook: US gas production growth slowing down
By default, US gas production growth needs to slow down to avoid storage congestion – not only this injection season but next as well. Although sti...
North America gas weekly update: US gas production normalizes lower
An early July Permian production “head fake” higher has since normalized and assuaged market concerns that US gas production growth was acceleratin...
Ramping up pressure on Russia's tankers in the Black Sea
A Russian oil product tanker and naval vessel were targeted by Ukrainian drones in early August. CPC pipeline is a key export route for liquids and...
North America gas weekly update: Record US gas production
Power demand has ramped up and high export levels continue. However, has US gas production also ramped up to record highs? The jury is still out, b...
Piecing together the puzzle of global crude oil storage
Global crude storage influences crude market dynamics in different circumstances. As an example, during the Covid pandemic, crude stock levels were...
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