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Modelling US/EU sanctions on Russian LNG with Lens Gas and LNG
The EU has recently banned transshipments of Russian LNG in its ports. This adds to US sanctions on Arctic LNG-2 and poses a number of questions fo...
Mountain Valley Pipeline (MVP) and shifting South Atlantic gas price dynamics
Inclusion of Mountain Valley Pipeline (MVP) permitting in the recently passed Fiscal Responsibility Act (FRA) suggest that relief is on the way for...
Just in time: A surge in FERC certificates supports strong 2018 Northeast supply growth
At the end of January one of the FERC's five commissioners, Norman Bay, announced his resignation. With two seats already vacant, Bay’s departure m...
Short-term spike before mid-term doldrums: North America Gas Forum 2016
This year at our annual North America Gas Forum, we addressed the sharp transition we expect in natural gas markets, as demand outpaces supply next...
TMX deep dive: Turning the page for WCSB egress
For years, the Western Canada Sedimentary Basin (WCSB) crude value chain has been plagued by periodic egress constraints. Supply gains without corr...
Webinar: Macro Oils strategic planning outlook
The macro oils team hosted a webinar on Thursday 18 May to present their latest Macro Oils strategic planning outlook to 2050. Our senior experts, ...
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