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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...
OPEC's options, price impact, US reaction
OPEC faces a dilemma: extend the existing production cut agreement and support price, or end the production cuts and watch prices drop. The dilemma...
Clear skies for now, but a storm on the horizon: What does recent pricing volatility say about future Gulf Coast gas markets?
The past few years have witnessed periods of separation between Henry Hub and Haynesville price points. Interestingly, these have occurred during p...
Will Mexico shift from gasoline to crude imports?
Mexico is at a crossroads; one path will lead it toward gasoline self-sufficiency and the other toward the well-known trail of imports dependence. ...
South East Asia market snapshot August 2016: PTT plans for more long-term LNG
Key stories PTT plans for more long-term LNG. Could this squeeze EGAT out of the market? Indonesia's Java-1 CCGT tender closed on 25 August with a ...
The dynamics in China's energy markets: gas is now firmly back on the agenda
We recently presented our latest views on the role of natural gas in China's wider economic and energy policy context to clients. The presentation ...
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