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What could sustain LNG prices “stronger for longer”?
Our current outlook is for the LNG market to remain relatively tight through to 2025 before a new wave of LNG supply results in yet another structu...
What if pipelines can't be built anymore in the Northeast?
More than 4.5 bcfd of new Northeast pipeline capacity is assumed in our base case. Along with the cancellation of PennEast pipeline this October, t...
How will India’s new gas regulations impact LNG competitiveness?
The Indian government has been very active in making regulatory and policy changes in the domestic gas market over the past 5 years. Most of the ch...
10 solar trends to watch in 2017
In 2017, the global solar market will experience a contraction -- something that hasn't happened in 16 years or more. According to GTM Research (a ...
China’s LNG imports decreasing: what is ahead for the remainder of 2022?
China’s gas demand has been under pressure since Q4 2021 due to the economic slowdown, higher import prices, coal-friendly policy and a warmer past...
Thailand's scramble for LNG: a reality check on gas market fundamentals
Thailand’s LNG demand has surged by almost 50% in first-half 2022 compared to the same period last year. Our full-year LNG demand forecast for Thai...
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