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Energy Aspects offers coverage of the global natural gas markets, led by Trevor Sikorski in London. The service provides insight into the North American (Henry Hub and basis), European (NBP, TTF, Zeebrugge and NCG), and global LNG markets.

Asian demand strength continues cover

Global LNG - 2 days ago

Asian demand strength continues

Panorama reports provide weekly analysis and views on global gas markets.

Heating season began earlier in Northeast Asia this year.Chinese prompt gas needs driven in part by two new tanks at Yangshan.Upward revisions to Asian demand trimming European LNG availability.Feb-21 JKM–TTF spread to trade near breakeven level for netbacks to Asia.Winter heating demand in North..

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North America - 1 day ago

Supply gluttony

Supply gluttony cover
Today’s report (week ended 20 Nov): EIA: -18 bcf, EA: -21 bcfTo align with this week’s EIA release, we raised our production forecast by..

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Europe - 3 days ago

No summer shut-ins

No summer shut-ins cover
TTF Q3 21 price forecast raised on Europe balancing without LNG rejection.Europe will just about be able to absorb residual global LNG su..

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Global LNG - 3 weeks ago

Stranger things

Stranger things cover
The rash of unplanned outages supporting global gas prices continues, although there is light at the end of the tunnel for some facilitie..

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North America - 1 week ago

Hot turkey

Hot turkey cover
November took a blowtorch to concerns that falling gas production could induce scarcity pricing later this winter. The lack of heating de..

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Europe - 1 week ago

With or without you: LNG and Russian supply risks

With or without you: LNG and Russian supply risks cover
We expect TTF December 2020–March 2021 outturn prices at €12.90/MWh, which is lower than the curve on 11 November at €14.20/MWh. Gas pric..

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Global LNG - 1 month ago

Q3 20 LNG infrastructure update

Q3 20 LNG infrastructure update cover
Q2 20 earnings calls and subsequent developments have reinforced our view that few liquefaction projects which have not yet taken FID wil..

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North America - 1 day ago

Wahalajara, Mayakan key for growth in Mexican pipe imports of US gas

Wahalajara, Mayakan key for growth in Mexican pipe imports of US gas cover
Growth in summer 2021 pipeline imports to be mainly driven by Wahalajara.Ongoing delays to the substitution of Manzanillo LNG remain a ri..

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