South Korea
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Global LNG
Published 12 Mar 2019
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The bearishness in the global LNG market continued, with a very loose European market helping to pull a similarly weak Asian market further down.The JKM and TTF are approaching multi-year low prices. Demand is appearing more focussed on South Asia. The ongoing US-China trade war has yet to provid.. -
Cut up
Published 11 Mar 2019
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Users licensed for the data service can access our global balances.The pullback in Chinese buying will continue to keep the physical market soft in the near term. However, Brent spreads have caught a bit of a bid, so positioning could overpower fundamentals for a short time. Our co.. -
Weekly oil products update: Where are the VLCCs?
Published 8 Mar 2019 by -
Global arbs and trade flows
Published 8 Mar 2019
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Users can access global trade flows data through our data service.February total seaborne loadings were down by 1.45 mb/d m/m to 44.97 mb/d as OPEC Middle Eastern producers continued to curtail exports, led by Saudi Arabia and the UAE, whose export volumes dropped by a combined 0.62 mb/d m/m.. -
OPEC loadings fell for third consecutive month in February, likely to decline further in March
Published 6 Mar 2019 by -
Global LNG
Published 5 Mar 2019
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The bearishness in the global LNG market continued as Asian demand remained weak because of a very mild Q1 19. The JKM closed last week at a 19-month low, despite the TTF trading relatively flat over the week, pushing the JKM-TTF spread down to 34 cents/mmbtu for Apr-19 and May-19 from over 90 ce.. -
Fog rolls in
Published 4 Mar 2019
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Winter seems disinclined to loosen its grasp over LPG markets, particularly the heavier liquids. While inclement weather has delayed loadings, exacerbating supply shortages in Asia and the Mediterranean, the root cause of the lingering tightness is the Middle East. OPEC+ production cuts that bega.. -
Weekly Oil Products Update: Quality be damned!
Published 1 Mar 2019 by -
US flows to China to resume cautiously amid open arbs and optimism on US-China talks
Published 1 Mar 2019 by -
Asian demand grew for most products in January except fuel oil
Published 28 Feb 2019 by -
Weekly North American NGLs update: Dogged by fog
Published 28 Feb 2019 by -
Iranian volumes fell in January, but Japan and South Korea boost arrivals in February
Published 28 Feb 2019 by -
Swing low
Published 28 Feb 2019
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The global gas market continued its soft start to 2019, with the JKM Mar-19 contract expiring at 7.3 $/mmbtu, compared to the 10.5 $/mmbtu at which it expired this time last year. While the LNG supply side has stayed strong so far this year, demand in Asia has started to slow. With NE Asian.. -
Global LNG
Published 26 Feb 2019
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As we expected at the start of the year, the global LNG market will see a raft of projects move to FID despite market pricing getting softer and softer. On the new projects front, this last week has seen Venture Global announce construction start on the 10.8 Mtpa Calcasieu Pass project, while Ana.. -
Fundamentals February 2019
Published 25 Feb 2019
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Fundamentals is our monthly review of global oil data, this is the February 2019 edition.Our Q4 18 balances deteriorated further this month as final demand readings came in shockingly low. Global oil demand fell y/y by 0.39 mb/d in December 2018 to 98.91 mb/d, around 1.1 mb/d lower than our preli..
Recent alerts
- Weekly oil products update: Going strong 9 months ago
- Decline in Iranian exports accelerating, with September loadings reportedly set at 1.5 mb/d 9 months ago
- Asian demand for the five main products grew again in July, though fuel oil was weak 9 months ago
- Q4 18 Asian naphtha tempered slightly by heavy Korean cracker maintenance and lower splitter demand 9 months ago
- Iranian crude inventories rising sharply, mirroring a decline in oil exports 10 months ago
- Global jet markets saddled with oversupplies, but heavy autumn US refinery maintenance could trigger a price rally 10 months ago
- Weekly oil products update: Hot margins 10 months ago
- OPEC erases most of June gains, with exports falling by a sizeable 1.5 mb/d m/m in July 10 months ago
- South Korean tax changes to further support gas demand in 2019, helping keep the JKM-TTF spread wide 10 months ago
- Iran exports will fall sharply in late Q3 18 as US sanctions deadline approaches 10 months ago
- Asian demand for the five main products grew strongly in June, led by diesel 10 months ago
- Weekly oil products update: Phoney war 11 months ago
- Jet markets to remain weak until the autumn maintenance begins in September 11 months ago
- European crackers to maximise LPG through Q3 18 despite weak naphtha outlook 11 months ago
- East of Suez gasoline to struggle through 2019 with 0.4 mb/d of new supplies expected online 11 months ago
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