Leyra Fernández Díaz
Leyra joined Energy Aspects in August 2016, working as a natural gas and emissions analyst. She holds a BSc in Politics and Economics from Brunel University. Before joining the team, she previously worked at Bloomberg’s commodity department for 3 years advising clients, and assisting with the development of Bloomberg’s commodity offering.
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China – Nov 2017
Published 3 Jan 2018
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Chinese LNG imports in November 2017 reached a record high of 4.06 Mt, a 1.33 Mt (53%) y/y increase, as demand continued to surge on the back of the country’s ambitious policy to replace coal-fired boilers with natural gas. Pipeline supply was also up considerably, by 0.54 Mt (27%) to 2.25.. -
Can’t pipe this
Published 21 Dec 2017
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During the last year, a persistent theme of US-Mexican pipeline trade has been recurrent delays to pipeline infrastructure south of the US border. While we have previously, and repeatedly, raised the issue of the delays capping pipeline trade, it remains the case that the outlook for 2018 pipelin.. -
European gas
Published 18 Dec 2017
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Please note that this will be the last European Panorama of 2017. Normal service will resume on Monday 8 January 2018. Happy holidays! Severe supply disruptions sent NBP and continental prompt natural gas prices soaring last week, although prices softened from early-week highs by Friday as some o.. -
December STEO revises up Lower 48 production & electric power demand but lowers industrial gas demand growth
Published 12 Dec 2017 by -
Fundamentals
Published 12 Dec 2017
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Gas demand across Europe was geographically varied in November. Milder weather and high wind generation cut aggregate demand across most of Northwest Europe, while colder weather and low hydro generation supported Spanish and Italian demand. Strong Russian supply into Germany and onward into Cent.. -
European gas
Published 11 Dec 2017
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Unplanned Norwegian outages, below-average temperatures and high coal prices supported NBP and continental prompt prices last week. Total supply into Northwest (NW) Europe remained slightly higher y/y, slowing the stockdraw from a year earlier and cutting the y/y storage gap. Norwegian supply was.. -
Spain and Italy – Nov 2017
Published 7 Dec 2017
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Low hydro reservoir levels and colder temperatures increased total gas demand in Spain and Italy in November. Total Spanish gas demand grew by 0.32 bcm y/y to a five-year high 3.19 bcm, while Italian consumption rose by 0.43 bcm y/y to 7.81 bcm. Spanish hydro generation shrank by 42% y/y to 1.02.. -
EU snapshot – Nov 2017
Published 5 Dec 2017
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Milder weather in Northwest Europe cut LDZ gas demand in November, while high wind generation pushed some gas out of the generation mix. Strong Russian and Norwegian flows boosted pipeline supply y/y in most markets. However, LNG sendout edged down y/y, with the exception of Spain, as higher-pric.. -
European gas
Published 4 Dec 2017
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The end-of-month contract roll and forecasts for colder weather in December supported NBP and continental near-curve gas prices last week. Continued support should come from another expected cold snap ahead, low LNG sendout and tighter Norwegian supply because of outages. Norwegian flows were str.. -
Norwegian gas: Record-setter
Published 1 Dec 2017
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Norwegian gas production has been incredibly strong so far this year, up by 6.9 bcm (8.1%) y/y over January–October, putting it on track to come in at a record 123 bcm this year, which would be a 6% hike y/y. With Norwegian gas increasingly filling the gap left by shrinking Dutch output, th.. -
Fundamentals
Published 30 Nov 2017
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Global LNG imports in October were led by strong demand in China and India. The expansion of urban gas connections led China to raise imports by 1.72 Mt (94%) y/y (4.85 bcm), while Indian imports reached a record monthly high of 1.83 Mt as unseasonably warm weather boosted demand. In contrast, LN.. -
Latin America – Oct 2017
Published 30 Nov 2017
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The surge in global LNG prices, due to strong Northeast Asian buying, limited October’s Latin American LNG imports, which dropped by 0.08 Mt y/y to 1.16 Mt. While Mexican LNG takes expanded by 0.15 Mt y/y on domestic pipeline constraints and Brazil imported 0.07 Mt more y/y due to low hydro.. -
Mexico – Infrastructure issues
Published 29 Nov 2017
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Over the past week, Mexican pipeline imports have finally begun to trend at 4.4-4.5 bcf/d, which is more or less in line with summer peaks. Meanwhile, higher LNG takes have persisted as Mexico looks to overcome downstream congestion problems and meet demand. According to preliminary ship-tracking.. -
European gas
Published 27 Nov 2017
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Forecasts for colder weather pushed European prompt gas prices much higher last week, while a cold snap and tighter LNG imports this week should continue to support near-curve contracts. Pipeline exports into Northwest Europe could rise with colder weather and an end to constraints, but LNG sendo.. -
China – Oct 2017
Published 24 Nov 2017
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Chinese gas imports expanded across the board in October, boosted by the government’s programme to replace coal-fired boilers with natural gas in a large number of northern Chinese cities. Chinese LNG imports reached 3.57 Mt in October, the second-highest import number on record, rising by..
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