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South East Asia coal, gas and power 2016 year in review and 2017 outlook
2016 saw a wave of power and LNG investments across South East Asia. We review the activity and forecast what to expect in 2017. Key content includ...
Oil prices under a 2-degree scenario
What levels could oil and gas prices trade at under a 2 oC scenario? In this report we examine the potential pathways for oil and refining markets ...
Global oil cost curves and pre-FID breakevens - updated H2 2022
This insight includes the key charts and conclusions from our most recent global breakeven analysis, which was updated in line with the Global Oil ...
Global short-term LNG supply tracker (Q2 2022)
Global supply loadings remained robust in May, running at 88% of nameplate capacity, bolstered by high prices. Maintenance season started in April....
Global short-term LNG supply tracker (Q4 2021)
A look at winter 2021/22: Global output reached around 33 Mt in October, as producers pushed hard to capture high prices. We expect global supply t...
How are LDCs affected by GSAs after the opening of the Brazilian gas market?
More than one year after the opening of the natural gas market, the range of discounts is shrinking and getting more complex in terms of indexes. W...
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