Energy Aspects sitemap

Insights 

How satellite data flagged Pluto LNG’s early start-up

EU electrification plan won't lift power demand yet

EU ETS Reform 2026: What the new LRF really means for carbon costs

Webinar on-demand: EU ETS review - Breaking down the headlines

Methanol and derivatives long-term supply and demand: Q3 26 update

From OilX to EA Analytics: The evolution of real-time energy intelligence

Qatar LNG: why Hormuz recovery will be slow and uneven

Low stocks, sky-high margins, even higher freight

Europe gas storage shortfall and TTF price outlook

Hormuz reopens, but depleted stocks leave the oil market dangerously exposed

PJM sets the tone for tighter summer, while ERCOT’s longer stack suppresses forwards

Henry Hub is waiting on new LNG terminals

US crude stocks at their lowest since 1985

North American Gas and Power mid-2026 round-up: Renewables cliff, Permian pipelines, and the limits of the summer rally

Why oil product markets are pricing recovery too fast

El Niño adds a new risk to Europe's gas storage

Webinar on-demand: COI Update- Coverage, Storage Dynamics, and High Frequency Insights

What EU-UK ETS linkage means for carbon prices

Why the Strait of Hormuz won't reopen overnight

High-frequency data show limited consumer demand response to higher oil prices

Energy Aspects completes acquisition of Kayrros as disruption to global energy flows intensifies demand for verified, ground-truth intelligence

Weekend effect in WTI options could be eliminated by emergence of 24/7 crude perpetuals

Jeff Currie on the diesel pinch point, Hormuz, and equity "la la land"

Energy Aspects named Commodity Research House of the Year 2026

European jet tightness was an early Energy Aspects call

The product crisis building behind the crude headlines

Webinar on-demand: North American Gas and Power Outlook

Why oil benchmark prices don’t reflect the real cost of crude

Webinar on-demand: Hormuz transit - Exploring the new normal for energy markets

Canadian Crude Trading Calendar 2026

Verify, but don’t trust: Ceasefire holds, but Hormuz flows stay muted

Energy Aspects launches EA 360 – independent cross-market intelligence for investment professionals

Sean M. Maher on oil markets, Iran and the long path to normalisation

Energy Aspects strengthens Refining Analytics with deeper refinery intelligence and market insight

Jeff Currie on Iran, volatility and opportunities in undervalued assets

Energy Aspects agrees to acquire Kayrros

Rising tide strands all boats: Conflict in the Middle East upends global markets

Your one-stop shop for real-time global energy market data and intelligence

Webinar on-demand: Oil markets and the Iran conflict

JKM–TTF front-month spread rises: Energy Aspects’ bullish call validated

Energy Aspects Conference 2026: What’s next for energy?

Waha delivered cash price forecast: Permian gas pipeline maintenance and 2026 outlook

The "global oversupply myth" and return of the old economy

Energy Aspects launches global Cargo Tracking datasets on Snowflake Marketplace

Henry Hub: Positioning Signals Ahead of the Flow-Driven January Squeeze

Energy Aspects' crude oil geopolitical risk index

Final exit ramp: Volatility reigns as US–Iran standoff persists

ExxonMobil's Golden Pass still on track for first LNG exports this March but risk of slippage

Webinar on-demand: 2026 Oil Market Outlook

Marketer-in-chief: Geopolitical shocks roil energy markets at the start of 2026

Venezuela’s oil recovery: A long and daunting road

Webinar on-demand: Venezuela, oil supply and the "Donroe doctrine"

Yasser Elguindi on hidden demand, oil's low point and OPEC reserves

Sell the rumour, sell the news: Energy markets in the red as fundamentals weaken

Form follows structure

Webinar on-demand: Alternative Data

Playing the LNG game

We increased our ERCOT load forecast as DR and reforms 

Fade expectations: Products prices surge as market fades Russian crude risks

Trick or trade

Global LNG markets just about balanced to end-2029 without need for US shut-ins

Advancing industrial sustainability: Opportunities for Saudi Arabia in a decarbonising world

US Crude Trading Calendar 2026

Jeff Currie on tech bubbles and a once-in-a-lifetime chance for energy bulls

Webinar on-demand: Quant Insights - Navigating macro and metals markets

US Crude Trading Calendar 2025

North America Gas Market Report

Gas Quant Weekly - Discretionary funds further trimmed their net-long position by over 20k lots in TTF

Metals Quant Weekly - Exploring CTA flow-imbalance strategies in precious metals

Macro Quant Weekly - Market sentiment defies seasonal volatility trends

Oil Quant Weekly - US crude positions adjust to economic data trends

Top OFS companies showed resilience in Q2 25 earnings

Short-run price sensitivity of Asian demand update – More sensitivity in $10–15/MMBtu range

Neste returns to Oregon in response to soaring CFP credit prices

China to continue leveraging commercial tanks for SPR buying amid low oil prices

August heatwave poses substantial upside risk to Europe power, gas prices

Refining in 2025: Tighter clean-product balances to lift margins; West to outperform East

Webinar on-demand: Uncovering the secrets of global LNG flows

Webinar on-demand: Israel-Iran conflict: Strategic targeting, energy impacts, and diplomatic breakthrough potential

Energy Aspects acquires TankWatch

Podcast: John Normand and the US compression trade

Navigating the Macro storm: How EA Quant positioning data signalled the cross-asset shakeout

Mature non-OPEC production faces 0.3 mb/d downside in 2026 at $60 Brent

Global Methanol Market Overview

OilX Trader Tool

EU and IMO emissions regulations will increase LNG bunkering costs; could impact flows

Market Outlook: Basin your bets

Weak Q1 25 earnings show the OFS industry is in for a turbulent year

Energy Aspects named Commodity Research House of the Year at Energy Risk Awards 2025

First LNG at Qatar’s North Field Expansion due late Q1 26 based on EA’s proprietary construction curves

The anatomy of a stop out - Discretionary funds in TTF Quant Analytics

Three-month delay to OPEC+ voluntary cut unwind likely; UAE quota increase may get delayed

Permian H1 24 gas production forecast lowered on pipeline outages, limited local demand

Podcast: Dunkelflaute and other market mysteries

Webinar on-demand: Emissions 2025 focus

Distilling the drivers of oil market volatility

North America Gas & Power Outlook : Bring your own generation

Rising PJM solar installations not enough to offset load growth, retirements through 2030

Podcast: Investing opportunities amid chaos with PIMCO's Greg Sharenow

Podcast: Move over America, Jeff Currie is bullish Europe

Rising LNG project costs to impact 2025 FIDs as developers seek higher tolling fees

Webinar on-demand: Live insights - Tackling the sanctioned oil tracking challenge

Global Refinery Capacity

Quant Analytics Demo - IE Week Reception

Summer Norwegian gas production outlook lowered on technical capacity cuts at key fields

Webinar on-demand: Global Trade War – What Next?

Energy 360 Digest: Scar tissue

Webinar on-demand: Fear vs fundamentals - how to navigate tariffs and OPEC+

Nowcasting: Introduction & user deep-dive

Oilx Digest

Macro Quant : Linking macro regimes and financial flows to commodity markets

Podcast:Frans Pettinga on metals markets and tariff tensions

IECs earnings show the shift back to oil and gas is a work in progress

The Anatomy of a Stop Out: Financial Flow Analysis in TTF Markets

Now for the hard part

Webinar on-demand: North American Gas and Power Webinar

Global SD Balance - M0

Discussion with Haitham Al-Ghais, OPEC's Secretary General-elect

Medley Global Advisors acquisition

EA Forum launch podcast with Jeff Currie

EA Forum podcast with Jeff Currie: China, elections and the Fed

Jeff Currie on oil bears, rate cuts, and gas demand from AI data centres

Jeff Currie podcast covering election risks, passive investors, and avoiding data pollution

Jeff Currie – Is 2025 the year gas takes over?

EA Forum podcast with PIMCO's Greg Sharenow: Alpha returns

EA Forum podcast: Enterprise Products sees US oil production growing into early 2030s

Events and webinars

EA Conference

International Methanol Conference 2026 (IMC 26)

EA Academy

Media centre