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Natural gas

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.

US export arb to Europe closing cover

Global LNG - 3 days ago

US export arb to Europe closing

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

Users licensed for the data service can access LNG freight rates by clicking hereThe US LNG export arbitrage to Europe for March–April delivery, factoring in spot shipping costs, is closing as European hubs struggle to absorb incremental supply. JKM M+1 and M+2 netbacks to the USGC are already in..

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North America - 1 day ago

Balmy to blowtorch

Balmy to blowtorch cover
Today’s report (week ended 17 Jan): EIA: -92 bcf, EA: -94 bcfToday's withdrawal came in higher than consensus estimates, which likely und..

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Europe - 4 days ago

Lowering the bar

Lowering the bar cover
The sharp drop in gas transiting Ukraine so far this year, which we expect will continue as Gazprom normalises its storage levels, sugges..

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Global LNG - 1 month ago

Low prices and FIDs

Low prices and FIDs cover
While the global gas market looks set for a more sideways period in terms of trading until the end of the year, very thin JKM–TTF spreads..

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North America - 1 month ago

Chock full o’ gas

Chock full o’ gas cover
SupplyOur 2020 balances call for a significant slowdown in US production growth, but we still think output will be sticky. E&P spendi..

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Europe - 1 week ago

Magic mystery

Magic mystery cover
2020 started with Russia and Ukraine having reached a transit deal, but then Gazprom cut flows through Ukraine anyway. The ongoing drop i..

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Global LNG - 2 weeks ago

LNG-Fuelled Shipping Demand

LNG-Fuelled Shipping Demand cover
LNG is rapidly making inroads into the bunkering fuel market and the fuel will grow in importance following the implementation of IMO 202..

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