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North America gas weekly update: Heat is on
After a near-triple-digit injection during the Memorial Day-holiday week, storage injections are now declining. Potential, record temperatures are ...
The threat to diesel from LNG trucking in China
There are growing concerns regarding China's trucking revolution, with LNG overtaking diesel. As we noticed, in the second half of 2023, the sales ...
North America crude markets short-term outlook: June 2024
At long last, the first barrels shipped along TMX delivered to Westridge in late May. The milestone officially marks an end to the years-delayed co...
Macro oils short-term outlook: June 2024
OPEC+ held its meeting on 1-2 June and agreed to rollover one set of the voluntary cuts that was due to expire at end-June. The 2.2 million b/d vol...
Global short-term LNG demand tracker (Q2 2024)
South and Southeast Asia continued to dominate tendering activity, but overall spot procurement hasn’t strengthened. We expect additional spot dema...
LNG short-term trade and price outlook (Q2 2024)
European TTF prices have continued their rally in May, reaching around $11/mmbtu. Geopolitical risks – including future flows from Russia to Europe...
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