Australia
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Curtain call
Published 4 Dec 2018
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We would like to wish all our readers happy holidays.Global LPG prices took another body blow last month amid plunging crude prices, weaker naphtha and lingering uncertainty about possible OPEC+ production cuts. As the market awaits price direction out of the 6 December OPEC meeting, one of the b.. -
Rock and a hard place
Published 3 Dec 2018
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On Friday we launched IMO: Vision 2020, a deep-dive report into the IMO 2020 transition that lays out the threats and opportunities for oil markets presented by this upheaval. Find out more.Users licensed for the data service can access our global balances.Yet another OPEC meeting is upon us. The.. -
Winter bears
Published 30 Nov 2018
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A bearish storm is brewing over the global gas market. First, three new supply trains are on the verge of starting up, with the 4.5 Mtpa Corpus Christi T1, 4.5 Mtpa Sabine Pass T5 and 5.5 Mtpa Yamal T1 all promising to add supply in Q1 19. Second, a mild start to the heating season in NE Asia mar.. -
Asian demand growth accelerates in October, led by gasoline
Published 30 Nov 2018 by -
Indian demand rose again in October and new schemes will boost future LPG connection rates
Published 29 Nov 2018 by -
Dangerous liaisons
Published 26 Nov 2018
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Users licensed for the data service can access our global balances.Given the rapidly evolving geopolitical relationship between the US and Saudi Arabia, the market now believes, rightly or wrongly, as evidenced by the continued capitulation in oil prices, that MbS is beholden to Trump, and thus w.. -
Global supply trends
Published 26 Nov 2018
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Users licensed for the data service can access our liquefaction database and global balances data.LNG supply continued to post healthy y/y gains in the last two months, benefitting from the new trains that have come online over Q1 18–Q3 18. Initial indications are that LNG exports will be u.. -
Fundamentals November 2018
Published 23 Nov 2018
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Fundamentals is our monthly review of global oil data, this is the November edition.The main changes to our 2018 and 2019 balances this month relate to the Iran waivers and higher US production. Compared to last month, when we expected 0.9 mb/d of Q4 18 stockdraws, we now expect draws of 0.6 mb/d.. -
Japan
Published 20 Nov 2018
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Please note that users licensed for the data service can access our Japanese gas balances and energy imports data.Japan imported 6.5 Mt of LNG in October, up by 0.4 Mt (7%) y/y, as the country made an estimated stockbuild of almost 0.9 Mt. November has been very mild, so Japan is on course to mak.. -
What a mess
Published 19 Nov 2018
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Logic would suggest that since Saudi Arabia and its allies pre-empted the expected fall in Iranian exports to zero by raising production, they should now remove some of those volumes as Iranian buyers have received waivers and exports will be higher than expected. But even though Saudi Arabia and.. -
Australia oil data – Sep 2018
Published 15 Nov 2018
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Australian oil product demand rose in September, by 16 thousand b/d y/y to 1.03 mb/d, with y/y growth slowing because of high oil prices, continuing drought conditions and a weaker Australian dollar. Diesel demand rose by 31 thousand b/d y/y in September, to 0.49 mb/d, as Australia’s iron o.. -
Broken trust
Published 12 Nov 2018
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Later this week we will be launching our Long-term energy market outlook service, which provides our forecasts for international energy markets out to 2040. Find out more here.Users licensed for the data service can access our global balances.Despite shouting from the rooftops about putting maxim.. -
The two-month cycle
Published 5 Nov 2018
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Users licensed for the data service can access our global balances. Even before a larger number of Iran sanctions waivers was announced on Friday, market sentiment had soured on crude. Asian differentials have come off their record highs and data show US output surged in August, although hefty US.. -
Supply surge
Published 31 Oct 2018
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In what was a very eventful October on the verge of the heating season, three key things stood out with potential implications for the rest of winter. First, the JKM curve saw a downward repricing over the month, taking peak winter contracts into an 11–12 $/mmbtu range, having spent most of.. -
Global supply trends
Published 30 Oct 2018
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We are delighted to present our new Monthly publication: Global supply trends. Users licensed for the data service can access our liquefaction database and global balances data. LNG supply continued to post healthy y/y gains, benefiting from the new trains that have come online during Q1 18 to Q3..
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