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OPEC's Nov 30 meeting: Letting go of market share strategy
The year long effort from OPEC to agree on production restraint has culminated in an agreement to cut its output by 1.2 million b/d effective 1 Jan...
What does a EU ban on Russian imports by 2023 mean for the global gas and LNG market?
With the pressure mounting on the EU to ban Russian gas, and with the recent restrictions of supplies by Gazprom, the future without Russian gas se...
What if pipelines can't be built anymore in the Northeast?
More than 4.5 bcfd of new Northeast pipeline capacity is assumed in our base case. Along with the cancellation of PennEast pipeline this October, t...
What if Russian piped gas came back to Europe? A scenario analysis.
Europe is at the point of no return concerning large-scale Russian piped gas imports. In our base case, we assume that only a handful of countries ...
US crude arbitrage to Asia to close soon
US exported close to 1.4 million tons of crude to Asia in the first two months of 2017. This arbitrage opportunity came in timely for US producers ...
United States gas markets long-term outlook H2 2015
In our United States Gas Long-Term Outlook H2 2015, our North American Gas Service analysts discuss the longer term weaker macro gas outlook global...
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