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Geopolitical risk and the oil market
As the Israel-Hamas war continues and attacks on the Red Sea escalate, the oil price has continued to trade in a range of $75 to $81/bbl. This prom...
TurkStream’s connection to Central Europe complete as Hungary receives first gas via Serbia
Whilst much of the discussion concerning Russian gas deliveries to Europe has centred on the construction and delivery of gas via the NordStream 2 ...
The impact of El Niño and La Niña on Chinese commodity demand in 2016
In addition to the short-term impact on the Chinese commodity market of slowing GDP, industrial overcapacity and policy reform, another important f...
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....
What is driving record gas price differentials in Northwest Europe?
The risk to Russian gas supplies to Europe has been widely discussed since the invasion of Ukraine took place on 24th February. The response by EU ...
China gas and power month in brief: September 2016
What has been happening with this summer's gas imports? In July we saw LNG imports crash -17% year-on-year, while pipeline imports from Central Asi...
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