Natural gas
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Natural gas market analysis

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), European (NBP, TTF, Zeebrugge and NCG), and global LNG markets.

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Global LNG - 3 weeks ago

Wide boy

The JKM-TTF price spread widened further over June, with the remaining summer contract spreads around 3 $/mmbtu and peak winter up closer to 4.75 $/mmbtu. At those levels, JKM prices are pulling spot cargoes—including US, West Africa and European reloads—to the NE Asian market. With h..

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North America - 3 weeks ago

The magic number

The magic number cover

SupplyUS output hit a new daily peak last week, but that level has not been sustained. In fact, June will only show a marginal m/m gain u..

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Europe - 6 days ago

Running dry

Running dry cover

The TTF M+1 contract closed in a 21.2-22.7 €/MWh range over June. The contract was largely driven by the upward moves coal and carbon pri..

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Global LNG - 3 weeks ago

Fundamentals

Fundamentals cover

Global LNG imports rose by 1.6 Mt y/y to 24.7 Mt in May, driven by strong demand across Northeast Asia and India. Unseasonably hot weathe..

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Europe - 2 days ago

Fundamentals

Fundamentals cover

Aggregate gas demand was mixed across Europe in June, driven by varying regional generation dynamics. Gas demand in Spain, Italy, France,..

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Europe - 1 month ago

European storage: Choices & changes

European storage: Choices & changes cover

In previous years, a combination of expanded storage capacity and rising Norwegian, Russian and UKCS pipeline supply into Europe narrowed..

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North America - 1 month ago

Q1 18 results: Takeaway troubles

Q1 18 results: Takeaway troubles cover

US natural gas producers in our sample of 50 companies are guiding toward 4.2 bcf/d in y/y output gains for 2018, which would represent o..

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