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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EU imports – Sep 2018
Published 12 Oct 2018
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As we move into the European winter, the outlook for imports appears mixed. LNG supply looks like it will be scarce, North African gas supply is likely to remain higher y/y into Spain but flat into Italy, and so incremental gas for Europe will have to come from Russia. Russian exports to Europe w.. -
Central Eastern Europe – Sep 2018
Published 12 Oct 2018
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The CEE region started gas year 2018/19 with stocks 2.1 bcm lower y/y, as September saw Russian flows into the region fall y/y by 0.96 bcm (10%). Slow Russian imports kept the supply-demand balance tight and limited injections into storage in the region. Storage inventories in CEE now have the la.. -
Spain and Italy – Sep 2018
Published 10 Oct 2018
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Gas-to-coal switching led to a 0.2 bcm (29%) y/y drop in power sector gas burn in Spain through September, despite warmer weather. This is a trend that we see continuing through this winter as the premium Northeast Asian markets will steer cargoes away from Southern Europe, which will keep PVB an.. -
European gas
Published 8 Oct 2018
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The return of strong Russian supply last week alleviated some of the jitters that had supported gas markets late in the summer, allowing prices to retreat towards the lower fuel switch trigger. Weather forecasts are calling for much milder weather y/y this week, so continued robust pipeline suppl.. -
EU snapshot – Sep 2018
Published 3 Oct 2018
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A y/y slowdown in Norwegian and Russian supply and a hefty y/y storage deficit at the start of September led European prompt prices to seek levels that would push gas out of the generation mix last month, preserving supply for injections. The result was lower total power sector gas demand in Nort.. -
EIA data confirms only 4.7 bcf/d net trade with Mexico in July
Published 1 Oct 2018 by -
European gas
Published 1 Oct 2018
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Another weak stockbuild last week left Europe entering winter with stocks around 81.7 bcm, down by 2.6 bcm y/y. All eyes in the market will be monitoring the pace of Russian deliveries to Europe this week, waiting to see if flows ramp up with the start of the new gas year. With temperatures looki.. -
Fundamentals
Published 28 Sep 2018
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In August, hot weather boosted demand in Asia and prompted strong imports to refill stocks, while low reservoir levels in Brazil offset declines elsewhere in Latin America and increased LNG takes in the region. Middle East imports declined as Egyptian domestic production increased, eroding LNG de.. -
Mexico—Adios LNG?
Published 27 Sep 2018
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Users licensed for the data service can access our Mexico gas balances by clicking here. The start-up of the 2.6 bcf/d Valley Crossing pipeline, which feeds the 2.6 bcf/d Sur de Texas-Tuxpan pipeline, is facing a delay to April 2019 from its previous year-end stated in-service date. The delay of.. -
Latin America – Aug 2018
Published 27 Sep 2018
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Users licensed for the data service can access power generation data for Argentina, Brazil and Chile along with our Argentinian and Mexican gas balances and Brazilian gas supply data. Despite expecting Brazilian LNG imports to increase through the Q4 18 and Q1 19 period, supported by low-but-impr.. -
China - Aug 2018
Published 24 Sep 2018
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Users licensed for the data service can access our China gas balances and gas imports data. Chinese gas imports surged again in August, reaching 7.7 Mt (+2,04 Mt y/y, 36%), as two new regas terminals received commissioning cargoes, and industrial demand continued to support gas consumption. LNG t.. -
European gas
Published 24 Sep 2018
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If in August the market had been holding out hope of closing the y/y storage gap by October, a sustained late summer slowdown of Russian flows followed by revised weather forecasts indicating a late September cold snap have buried those hopes. We forecast that Europe will now enter winter with st.. -
Fundamentals
Published 21 Sep 2018
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Hot weather supported aggregate power demand across Europe last month. Power sector gas demand in Northwest Europe then found support from low nuclear availability before shrinking in Spain and Italy due to higher hydro generation. Total Russian deliveries were softer y/y while LNG supply remaine.. -
European gas
Published 17 Sep 2018
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Flat price strength continued in EU gas markets despite the y/y European storage gap narrowing to 3.6 bcm by Friday. Russian supply was stronger y/y and there was a significant slump in demand on much milder weather y/y, but the storage deficit could have closed even further if Russian supply had.. -
Intention versus action: CFEnergia intends to stop tendering LNG
Published 7 Sep 2018 by
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