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02 March 2021

Vietnam LNG long-term outlook H2 2020

Commodity Market Report

Vietnam LNG long-term outlook H2 2020

The race for Vietnam’s LNG market: will all the proposed regas terminals materialise?

01 March 2021

Global Oil Cost Curves and Pre-FID Breakevens – updated H2 2020

Insight

Global Oil Cost Curves and Pre-FID Breakevens – updated H2 2020

The Oil Supply Team have updated their breakeven analysis. Breakeven costs are assigned to every element of global liquids supply in H2 2020

26 February 2021

Europe gas and power markets short-term outlook Q1 2021

Commodity Market Report

Europe gas and power markets short-term outlook Q1 2021

Global LNG market tightening rebalances Europe – at least until summer

26 February 2021

Vietnam gas market long-term outlook H2 2020

Commodity Market Report

Vietnam gas market long-term outlook H2 2020

Vietnam posted positive power demand growth despite the pandemic. Robust power demand drives gas demand, with increasing reliance on LNG.

25 February 2021

LNG short-term trade and price outlook (Q1 2021)

Commodity Market Report

LNG short-term trade and price outlook (Q1 2021)

A sharp winter price spike foreshadows what Asian LNG buyers will face in future, as the region’s dependence on LNG from the Atlantic grows

25 February 2021

Global gas markets long-term outlook H2 2020: Base Case

Commodity Market Report

Global gas markets long-term outlook H2 2020: Base Case

Download our comprehensive H2 2020 Global Gas base case datafile out to 2050, powered by Global Gas Model Next Generation.

25 February 2021

Global short-term LNG demand tracker (Q1 2021)

Commodity Market Report

Global short-term LNG demand tracker (Q1 2021)

A sharp winter price spike foreshadows what Asian LNG buyers will face in future, as the region’s dependence on Atlantic LNG grows

25 February 2021

Southern Cone gas and power markets short-term outlook February 2021

Commodity Market Report

Southern Cone gas and power markets short-term outlook February 2021

Monthly report analyzing the gas and power fundamentals and prices in Argentina, Brazil, Chile and Bolivia for the next six months.

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