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China secures giant volumes of US LNG
In the last three months, Chinese buyers have contracted for some 130 million tonnes (Mt) of US LNG over the next 20-25 years. This sharp increase ...
Iran's natural gas: competing ambitions and priorities
Iran's natural gas export options have stalled for decades… but impetus is growing again. Neighbouring countries have strong drivers to import natu...
Macro Oils short-term outlook: March 2021
On 4 March, OPEC+ decided to take a cautious approach to demand recovery by leaving its production restraint for April, including the Saudi extra 1...
Mexico’s capacity market settlement 2020: A foreseen decline
Following more than 6 GW of ‘firm capacity’ additions between January 2019 and June 2020 and an unprecedented drop in loads due to coronavirus lock...
Europe gas 2021 in review: how the energy crisis started
In 2021, a series of developments shook up the gas market and led to record global gas prices. The eye of this global storm centred around European...
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...
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