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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Mexico – Gas is not coming to town
Published 18 Dec 2018
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We forecast cross-border flows from the US to Mexico will be largely in line with present flows of 4.9 bcf/d in Q1 19, a 0.6 bcf/d y/y increase. Risks throughout 2019 continue to be linked to the ultimate timeliness of pipeline infrastructure. As we had long expected, the 2.6 bcf/d Sur de Texas-T.. -
European gas
Published 17 Dec 2018
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Please note that this will be the last Europe Panorama of 2018. The next edition will be published on 7 January. We wish our readers a prosperous 2019! The market is now going through a period that it is increasingly having to get used to—one of increasing flat prices against a backgro.. -
EU imports
Published 13 Dec 2018
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Our outlook on European LNG imports this winter is increasingly positive. We expect an expansion in imports of 7.9 bcm y/y to 30 bcm as October’s influx of LNG into Europe continued in November. Port receipts rose sharply last month by 3.2 bcm y/y to 6.4 bcm, supporting record-high sendout.. -
European gas
Published 10 Dec 2018
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Unplanned Norwegian outages and forecasts calling for several days of below-average temperatures this week were helping provide modest support for prompt prices at the open on Monday (10 December). However, such support is unlikely to be sustained as forecasts for a return to mild weather and str.. -
North America
Published 6 Dec 2018
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We forecast that US LNG exports will grow by 2.8 Mt y/y to total 11.8 Mt in Q4 18–Q1 19 as Cheniere’s Corpus Christi T1 and Sabine Pass T5 continue to ramp up. Over Q1 19 alone, we see the US adding some 1.0 Mt y/y to supply, based on a relatively slow ramp-up for new trains. For the.. -
EU snapshot
Published 5 Dec 2018
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Milder weather y/y in most regions cut res-com demand and kept aggregate power demand soft last month, easing total gas demand across Europe. Gas into power also fell on higher French nuclear availability and strong continental hydro generation. Norwegian and UKCS supply remained weak, but y/y lo.. -
European gas
Published 3 Dec 2018
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European hubs are starting the week in a more bullish mood, as some of the bearish factors of the last couple of weeks are fading. The latest weather forecasts show temperatures dipping below average from 11 December onwards. The related fuels complex also started heading up last week, with coal.. -
Latin America
Published 30 Nov 2018
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We have revised our LNG demand forecast downwards for Latin America this winter. LNG demand in Brazil was softer than expected in October amid an uptick in hydro generation and despite slowing y/y domestic gas production growth. Mexican LNG takes were also lower than forecasted, even with reports.. -
Off to the races
Published 29 Nov 2018
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Supply Another month, another new record daily high in production. While one-off factors appear to have muted gains this month to 0.8 bcf/d m/m, we still anticipate a heavy baseline of production growth of 9.5 bcf/d, magnified by freeze-offs last winter. Given the 5 bcf/d y/y gains in Appalachia.. -
Spain’s healthy hydro reservoirs and Algerian imports have eased call on LNG cargoes
Published 29 Nov 2018 by -
European gas
Published 26 Nov 2018
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European gas markets are ending November in a bearish mood because of a drop in related fuel prices and weather forecasts pointing to a mild start to December. Last week’s big energy commodities sell-off saw oil (M+1 Brent) drop by 12% w/w, taking coal (M+1 Cif ARA) down by 6% w/w, and help.. -
Mexico – The baby and the bath water
Published 20 Nov 2018
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Recent conflicting reports have claimed that TransCanada’s 0.9 bcf/d Tuxpan-Tula project has either been cancelled or that construction works remain suspended. Operations on the connecting 0.9 bcf/d Tula-Villa de Reyes now seem even more unlikely to start in H2 19. This raises serious quest.. -
European gas
Published 19 Nov 2018
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European gas hubs gapped upwards at the start of last week following weekend forecasts of a deep and prolonged cold snap beginning this week. The opposite is true this week, with the market gapping downwards as weather forecasts revised over the weekend suggest the cold snap will be much less sev.. -
North America
Published 16 Nov 2018
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We are delighted to present our new North America Monthly, which provides a brief outlook for the North American gas market. This withdrawal season we expect LNG exports out of the US to increase by 2.7 Mt y/y to 10.7 Mt, resulting in a by 1.4 bcf/d (40 mcm/d) y/y rise in feedgas demand. Both num.. -
EU imports
Published 13 Nov 2018
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A narrowing of the JKM-TTF spread in recent months has led to a six-year high in European LNG imports—5.5 bcm in October (+1.5 bcm y/y)—and there are no signs of any let up in November. The markets of Northeast Asia purchased all their LNG needs for a seasonally normal winter during t..
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